2023 Investment Outlook - Some light for investors after the...
Must read articles
The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.5 to 10 minutes
After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.5 to 10 minutes
The US Congress’s August approval of the Inflation Reduction Act (IRA) came as a surprise to most observers. With the mid-term elections just months away and no majority in Congress, no one expected new legislation to be passed.5 to 10 minutes
The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated the dramatic shift in spending from services to goods and the effects of such a shift.5 to 10 minutes
July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.5 to 10 minutes
With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new leader quickly.5 to 10 minutes
A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely, the Chinese economy is expected to reaccelerate.5 to 10 minutes
As crises unfold, structural and governance issues tend to become more and more important.5 to 10 minutes
Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.> 10 minutes
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