The Day After

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Thematic Paper 15.12.2020 The day after #13 - How will Central Banks impact the equity markets i...
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Interest rates are at an all-time low, and even if inflation eventually picks up, it could take some time.

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Thematic Paper 30.11.2020 The day after #3 - Covid-19 crisis and the ESG transformation of the a...
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The Covid-19 crisis -- which unleashed an economic and financial shock of unprecedented magnitude -- has impacted businesses in a variety of ways.

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Thematic Paper 21.10.2020 The day after #12 - Changing shares of labour and capital incomes: wha...
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The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United S...

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Thematic Paper 22.09.2020 The day after #11 - Post-crisis narratives that will drive financial m...
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Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy.

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Thematic Paper 20.07.2020 The day after #10 - Rethinking the macro and cross-asset research: wha...
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Crises create disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape.

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Thematic Paper 6.07.2020 The day after #9 - Covid-19 crisis, a catalyst for change and strength...
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The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will...

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Thematic Paper 23.06.2020 The day after #8 - Deglobalisation could improve diversification but a...
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In recent years world trade dynamics have definitely shown an accentuated inversion of the globalisation trend and its robust contribution to global economic pe...

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Thematic Paper 16.06.2020 The day after #7 - Climate change post Covid-19: A crisis at a crossro...
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This year was supposed to be the year in the fight against climate change. Instead, 2020 has become the year of the coronavirus pandemic.

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Thematic Paper 9.06.2020 The day after #6 - Inflation: persistent headwinds but a possible infl...
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Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, e...

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