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...
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...
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...
12/03/2024 Economy & Markets Macroeconomic and financial market forecasts - March 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...
13/02/2024 Cross Asset Research Cross Asset Investment Strategy - February 2024 Discover why Japan equity remained a top performer in 2023 & explore insights into macroeconomics, geopolitics & strategy in finance.
13/02/2024 Economy & Markets Macroeconomic and financial market forecasts - February 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of February 2, 2024. Get insights crucial for informed decision-making...
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. Together with inflation...
26/12/2023 Japan’s equities surfing on the end of deflation The Bank of Japan has paved the way for an exit from its Negative Interest Rates Policy in Q1 2024. Japan’s exit from deflation is transforming the behaviour...
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.
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 Economy & Markets Macroeconomic and financial market forecasts - October 2023 Macroeconomics forecasts
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportuniti... Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
19/06/2023 Economy & Markets 2020s vs 1970s: echoes, not a replay Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.