19/11/2025 Equity Think global beyond the tech race The AI story is going global: look beyond US mega caps to diversified, attractively valued regions gaining momentum.
18/12/2024 Economy & Markets Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
20/11/2024 Capital Market Assumptions Capital Market Assumptions 2024 Discover the Q3 update: Equity returns face dampened expectations and declining valuations, while bonds see volatility and lower government yields.
10/10/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2024 While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...
13/09/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
7/05/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2024 Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...