16/05/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2022 The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions...
5/04/2022 Geopolitics Ukraine: where do we stand? By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...
11/03/2022 Geopolitics Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe...
7/03/2022 Geopolitics Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in...