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Asset Class Views 9.11.2021 Asset Class Return Forecasts - Q4 2021

As we enter the tail end of the Covid-19 recovery boost, authorities in developed markets are seeking to implement fiscal packages of varying degrees to control the eventual economic cool down.

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Monthly Cross Asset 6.10.2021 Upcoming 2022 Outlook: From European autonomy to strategic sovereignty

The pandemic has highlighted Europe’s dependency on several critical goods, including pharmaceutical products and medical equipment.

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Asset Class Views 5.08.2021 Asset Class Return Forecasts - Q3 - 2021

The first half of 2021 has been witness to exceptional growth in demand fueled in large part fiscal stimulus and waning Covid-related restrictions.

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Investment Outlook 28.06.2021 H2 2021 Investment Outlook - Inflation blows on markets, and investors need to act

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.

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Asset Class Views 7.05.2021 Asset Class Return Forecasts - Q2 - 2021

With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.

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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in the US).

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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.

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Insights Paper 2.04.2021 Dollar: short-term bull, medium-term dull?
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As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.

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2021.03 - TP- Climing the hill-Slider
Asset Class Views 12.03.2021 Asset Classes Views: Climbing the hill
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Medium to long-term scenarios and return forecasts

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