A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.

Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...

The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...

Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...

Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.

Macroeconomic forecasts

End in sight: Bank of Japan to complete policy normalisation

Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.

The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.

Key highlights on long-term scenarios and return forecasts.

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture by area and Macro and Market forecast.