24/07/2023 Cross Asset Research Cross Asset Investment Strategy - July/August 2023 Find the latest edition of our monthly publication. This month we explore our key takeaways from the 2023 edition of AWIF.
22/06/2023 Cross Asset Research Cross Asset Investment Strategy – special edition: mid-year outlook 2023 The June Cross Asset issue is a special mid-year outlook edition, featuring our key views as we enter the second half of the year.
7/11/2022 Economy & Markets For the Fed, the impossible QT The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
12/10/2022 Economy & Markets Too early for a Fed pivot The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a recession? The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...