2/03/2022 Economy & Markets Macroeconomic Picture - March 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/03/2022 Cross Asset Research Cross Asset Investment Strategy - March 2022 Find the latest edition of our Research team's monthly publication.
4/02/2022 Emerging Markets Inflation in Turkey could very well reach 50% and more in th... Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the...
3/02/2022 Economy & Markets European strategic sovereignty must be an investment opportu... The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to...
3/02/2022 Economy & Markets Keeping up with our Investment Outlook for 2022 2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase...
3/02/2022 Economy & Markets The journey back to zero real rates Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.
3/02/2022 Economy & Markets Market Scenarios and Risks - February 2022 Market Scenarios an Risk - February 2022
3/02/2022 Economy & Markets Macroeconomic Picture - February 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/02/2022 Cross Asset Research Cross Asset Investment Strategy - February 2022 Find the latest edition of our Research team's monthly publication.
5/01/2022 Economy & Markets Macroeconomic Picture - January 2022 Macroeconomic Picture by area and Macro and Market forecast.
5/01/2022 Economy & Markets Market Scenarios and Risks - January 2022 Market Scenarios an Risk - January 2022
5/01/2022 Emerging Markets LatAm's political pendulum takes a hard swing to the left in... 2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity...
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...
5/01/2022 Economy & Markets You asked, we answer - January 2022 Our Global Views team attempts to answer some of the questions often asked by our clients.
4/01/2022 Cross Asset Research Cross Asset Investment Strategy - January 2022 Find the latest edition of our Research team's monthly publication.