The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...

Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.

Bonds and EM stand out in the Santa Rally.

Great attention was given to COP28 due to the significant acceleration we observe in private sector mobilization, underpinned by the recent technological...

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

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...

To reach the world’s objective of carbon neutrality by 2050, global clean energy spending has to more than double to $4.5 trillion per year by 2030, of...

Discover the potential opportunities and risks for emerging markets in 2024, as Outerblue Talks Research analyzes the future landscape.

"Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".

Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.

Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.

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.