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EVLI Allocation View vom 24.06.2026

The main points of the allocation meeting

  • The U.S. Federal Reserve left its policy rate unchanged at 3.50–3.75% at last week’s meeting, but its…

EVLI Allocation View vom 17.06.2026

The main points of the allocation meeting

  • Iran and the United States have signed a preliminary peace agreement. The agreement includes the reopening…

EVLI Allocation View vom 10.06.2026

The main points of the allocation meeting

  • The European Central Bank (ECB) is expected to raise its deposit rate by 25 basis points to 2.25% at…

EVLI Allocation View vom 06.05.2026

The main points of the allocation meeting

  • Tensions between Iran and the United States escalated on Monday, but the ceasefire between the countries…

EVLI Allocation View vom 22.04.2026

The main points of the allocation meeting

  • The United States has extended the Iran war ceasefire, but negotiations remain stalled. Deep mutual…

EVLI Allocation View vom 15.04.2026

The main points of the allocation meeting

  • The US and Iranian negotiation positions appear to have converged. The key issues of contention include…

EVLI Allocation View vom 08.04.2026

The main points of the allocation meeting

  • The United States and Iran have agreed to a two-week ceasefire. The US will halt strikes on Iran and Iran…

EVLI Allocation View vom 01.04.2026

The main points of the allocation meeting

  • Signs of a potential turning point in the Iran war. We believe the probability of the conflict coming to an…

EVLI Allocation View vom 26.03.2026

The main points of the allocation meeting

  • U.S. President Donald Trump stepped back from his threat to bomb Iran’s energy infrastructure. He referred…

EVLI Allocation View vom 18.03.2026

The main points of the allocation meeting

  • Tanker traffic through the Strait of Hormuz remains halted. Brent crude is trading at around $100 per…

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