8/04/2024 Investment Insights Who will finance the green transition? Can central banks help? The challenge for central banks will be to reconcile their narrow monetary policy objectives with maintaining relatively low yields for markets to fund...
25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
2/02/2024 Podcasts Outerblue Convictions - Global Investment Views: Central banks still centre stage After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China....
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market hands Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
9/10/2023 Podcasts Outerblue Talks Research – Beyond crypto; Understanding central bank digital currencies
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves towards a pause The Talks elaborates on the banking stress in US and the FOMC May meeting.
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of European banks are solid Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
12/09/2022 Economy & Markets Rational inattention at the core of central bank strategy The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...
8/06/2022 Podcasts Outerblue Convictions - Global Investment Views: Monetary policies and central banks
28/04/2022 Podcasts Outerblue Convictions - Global Investment Views: Central banks and the inflation balancing act
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
29/06/2021 Economy & Markets Banks in the post-Covid-19 world We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency,...
12/06/2020 Podcasts Outerblue Talks Research - The "Day After" series - New frontiers for Central Banks
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...