The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...

We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...

There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in...

Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...

Understanding our key convictions and portfolio implications on inflation trends ahead

January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive...

The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which...

The pandemic crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....

Medium to long-term scenarios and return forecasts