23/11/2023 Global Outlook Hot Debates for 2024 The Hot Debates section sheds light on current global topics.
28/03/2023 Capital Market Assumptions A rocky net zero pathway Key highlights on long-term scenarios and return forecasts.
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
22/07/2022 Economy & Markets Italy swimming in uncertain waters as PM Draghi resigns Italian government crisis, likely outcome: snap elections the most likely outcome. Prime Minister Draghi would remain at the helm of a caretaker government,...
27/02/2019 Capital Market Assumptions Asset Classes Views: Medium and long term expected returns Our approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly...