11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but th... We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...
7/03/2022 Geopolitics Russia-Ukraine: an uncertain outcome calls for higher focus ... 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...
9/02/2022 Economy & Markets Inflation is starting to burn - Strategies to protect portfo... Understanding our key convictions and portfolio implications on inflation trends ahead
23/12/2021 Investment Views Global Investment Views - January 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
17/11/2021 Global Outlook 2022 Investment Outlook - Investing in the great transformat... As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest...
23/08/2021 Real & Alternative Assets European commercial real estate: play the re-opening with qu... The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...
28/06/2021 Global Outlook H2 2021 Investment Outlook - Inflation blows on markets, and... 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.
8/06/2021 Economy & Markets The inflation moment - Strategies to protect portfolios from... 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....
31/03/2021 Economy & Markets How hot is the inflation pot? Strategies to protect portfoli... 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....