7/02/2024 Investment Views Global Investment Views - February 2024 Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
30/11/2023 Investment Views Global Investment Views - December 2023 Receding inflation good news but inflation fight not over
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
28/09/2023 Investment Views Global Investment Views - October 2023 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...
8/09/2023 Investment Views Global Investment Views - September 2023 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...
22/12/2022 Investment Views Global Investment Views - January 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
24/11/2022 Investment Views Global Investment Views - December 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
27/10/2022 Investment Views Global Investment Views - November 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
5/10/2022 Investment Views Global Investment Views - October 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
13/09/2022 Economy & Markets Reassessing the view on Europe: hot questions for investors To understand how the stagflationary environment in Europe affects the region's markets.
7/09/2022 Investment Views Global Investment Views - September 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
29/07/2022 Investment Views Global Investment Views - August 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market sell-off We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-Ukraine crisis Update on Ukranian crisis focusing on US economy and investment implications