6/05/2022 Economy & Markets Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their...
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remaining top priority We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
22/02/2021 Asset Pricing & Behavioural Finance Tracking ECB’s Communication: Perspectives and Implications for Financial Market This article assesses the communication of the European Central Bank (ECB) using Natural Language Processing (NLP) techniques.
9/12/2019 Fixed Income & FX Screen the Euro fixed income market in the era of three 'lows' As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....
1/07/2017 Retirement Pension Funds Letter 2 Investors on both sides of the Atlantic, having been preoccupied for several months, now have clarity on several fronts.