26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
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
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...
8/09/2023 Investment Views Global Investment Views - September 2023 Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...
24/07/2023 Investment Views Global Investment Views - August 2023 Receding inflation doesn’t mean the battle is won yet
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...
2/02/2023 Investment Views Global Investment Views - February 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
22/12/2022 Investment Views Global Investment Views - January 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
24/11/2022 Investment Views Global Investment Views - December 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
27/10/2022 Investment Views Global Investment Views - November 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
5/10/2022 Investment Views Global Investment Views - October 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
7/09/2022 Investment Views Global Investment Views - September 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
29/07/2022 Investment Views Global Investment Views - August 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
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...