8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
23/11/2020 Global Outlook 2021 Investment Outlook - Market rotations in an uneven reco... The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.
30/10/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2020 Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting...
10/08/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2020 All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different...
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing ... The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.
18/05/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2020 In our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including...