Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.

The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...

Find the latest edition of our monthly publication. The focus is on the impact of higher rates on the corporate sector in 2024.

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

Navigate the evolving business landscape with insights on the anticipated intensification of rate increases in 2024. Discover how businesses have leveraged...

Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...

Outlook for EM assets: opportunities and risks for EM investors in 2024.

The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.

This section provides a comprehensive guide to understanding the 2024 global financial scenario and steering through turning tides.

The Hot Debates section sheds light on current global topics.

The Asset Class outlook section provides a granular insight into all the various asset classes together with our view for 2024.

The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.

The Responsible Investment Views section dives into ESG matters and the net-zero transition.

Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....