7/05/2024 Cross Asset Research Cross Asset Investment Strategy - May 2024 Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.
7/05/2024 Economy & Markets Macroeconomic and financial market forecasts - May 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...
7/05/2024 Podcasts Outerblue Convictions – Global Investment Views: Bright spot... The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and...
6/05/2024 Emerging Markets Climate investing is an opportunity for Emerging Markets Delayed climate policies disproportionately impact lower income and emerging countries. Private investments are crucial to finance their transitions.
6/05/2024 Emerging markets are gaining interest The latest market movements are indicating a broadening of the rally beyond developed markets.
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
17/04/2024 Cross Asset Research Cross Asset Investment Strategy - April 2024 Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.
17/04/2024 Economy & Markets Macroeconomic and financial market forecasts - April 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...
15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
8/04/2024 Rotations at play in equity markets European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...
2/04/2024 Podcasts Outerblue Convictions – Global Investment Views: The late-cy... Discover the reasons behind the record highs in US and European equities and the potential for a market reversal. Get valuable insights from Giulio Lombardo...
25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
18/03/2024 Gold has been shining bright this year Discover the latest insights on gold prices and the factors driving its surge this year. Learn about the impact of Fed rate cuts, geopolitical risks,...
12/03/2024 Cross Asset Research Cross Asset Investment Strategy - March 2024 Explore the intricacies of global finance with insights on US economic indicators, emerging market trends, and macroeconomic forecasts. Delve into the...