16/01/2024 Cross Asset Research Cross Asset Investment Strategy - January 2024 Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
18/12/2023 Cross Asset Research Cross Asset Investment Strategy - December 2023 Find the latest edition of our monthly publication. The focus is on the impact of higher rates on the corporate sector in 2024.
15/12/2023 Economy & Markets Macroeconomic and financial market forecasts - December 2023 Macroeconomic and Financial Market forecasts
30/11/2023 Investment Views Global Investment Views - December 2023 Receding inflation good news but inflation fight not over
23/11/2023 Global Outlook 2024 Investment Outlook The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.
23/11/2023 Global Outlook 2024 Outlook: Steering through turning tides This section provides a comprehensive guide to understanding the 2024 global financial scenario and steering through turning tides.
23/11/2023 Global Outlook Asset Class Outlook for 2024 The Asset Class outlook section provides a granular insight into all the various asset classes together with our view for 2024.
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
10/10/2023 Cross Asset Research Cross Asset Investment Strategy - October 2023 Find the latest edition of our monthly publication. The focus is on the energy price rise and its impact on US consumption.
10/10/2023 Geopolitics Five questions on the recent escalation in Israel The Talks outlines the investment and geopolitical implications of the recent terrorist attacks on Israel
10/10/2023 Economy & Markets Macroeconomic and financial market forecasts - October 2023 Macroeconomics forecasts
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...
15/09/2023 Cross Asset Research Cross Asset Investment Strategy - September 2023 Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.