3/06/2022 Economy & Markets Macroeconomic Picture - June 2022 Macroeconomic Picture by area and Macro and Market forecast.
3/06/2022 Economy & Markets Market Scenarios and Risks - June 2022 We keep the probabilities of our central and alternative scenario unchanged versus last month but amend the narrative to take into account the evolving...
6/05/2022 Economy & Markets Macroeconomic Picture - May 2022 Macroeconomic Picture by area and Macro and Market forecast.
5/05/2022 Economy & Markets Market Scenarios and Risks - May 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
2/03/2022 Economy & Markets Market Scenarios and Risks - March 2022 We amend the narrative of our scenario to take into account the consequences of the war in Ukraine.
2/03/2022 Economy & Markets Macroeconomic Picture - March 2022 Macroeconomic Picture by area and Macro and Market forecast.
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
3/02/2022 Economy & Markets Market Scenarios and Risks - February 2022 Market Scenarios an Risk - February 2022
3/02/2022 Economy & Markets Macroeconomic Picture - February 2022 Macroeconomic Picture by area and Macro and Market forecast.
5/01/2022 Economy & Markets Macroeconomic Picture - January 2022 Macroeconomic Picture by area and Macro and Market forecast.
5/01/2022 Economy & Markets Market Scenarios and Risks - January 2022 Market Scenarios an Risk - January 2022
12/11/2021 Economy & Markets A new dawn for Europe? Strategies for investing in European ... 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...
29/06/2021 Economy & Markets Banks in the post-Covid-19 world We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency,...
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....
