Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...

Bonds and EM stand out in the Santa Rally.

Receding inflation good news but inflation fight not over

Look out for growth, but with an eye on inflation

Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...

Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...

Receding inflation doesn’t mean the battle is won yet

Don’t ignore the economic weakness ahead.

Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.

Should investors be changing course? Read more of our monthly investment views.

Crisis memories return in vulnerable markets

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.