4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...
1/03/2024 Investment Views Global Investment Views - March 2024 Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...
18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth persist Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.
27/03/2023 Podcasts Outerblue Convictions - Global Investment Views: Crisis memories return in vulnerable markets
24/03/2023 Investment Views Global Investment Views - April 2023 Crisis memories return in vulnerable markets
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.
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.
5/08/2022 Podcasts Outerblue Convictions - Global Investment Views: Cautious on markets: high inflation, slowing growth
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.