18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...
15/09/2023 Economy & Markets Macroeconomic and financial market forecasts - September 202... Macroeconomic forecasts
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support f... Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
15/05/2023 Economy & Markets Building bridges to India’s future investment opportunities India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.
4/04/2023 Economy & Markets A rocky net zero pathway calls for a new approach to portfol... The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.
6/03/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2023 Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...
8/02/2023 Economy & Markets Macroeconomic Picture - February 2023 Macroeconomic Picture by area and Macro and Market forecast.
3/01/2023 Economy & Markets Macroeconomic Picture - January 2023 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.
7/11/2022 Economy & Markets Macroeconomic Picture - November 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/10/2022 Economy & Markets Macroeconomic Picture - October 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/09/2022 Economy & Markets Macroeconomic Picture - September 2022 Macroeconomic Picture by area and Macro and Market forecast.
