In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....

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 November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.

This section provides a comprehensive guide to understanding the 2024 global financial scenario and steering through turning tides.

The Hot Debates section sheds light on current global topics.

The Asset Class outlook section provides a granular insight into all the various asset classes together with our view for 2024.

The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.

The Responsible Investment Views section dives into ESG matters and the net-zero transition.

Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...

Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...

Understanding the macroeconomic and investment outlook for 2023.

The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...

The world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive...