Europe

2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe: investing in the recovery

As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.

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2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe Q&A: You asked, we answered

As a complement to the Special Europe report, we try to answer some of the key questions often asked.

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Insights Paper 23.08.2021 European commercial real estate: play the re-opening with quality asse...

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitig...

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2021.08 - Slider - ESG Thema 2
Thematic Paper 9.08.2021 ESG Thema #2 - EU Fit for 55 package

The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990.

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Monthly Cross Asset 2.07.2021 The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a ma...

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Monthly Cross Asset 8.04.2021 You asked, we answered
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Our Global Views team attempts to answer some of the questions often asked by our clients.

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Insights Paper 13.01.2021 European insurers: the case for going global in the credit allocation
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In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets.

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Monthly Cross Asset 1.12.2020 Q3 2020 reporting season surprised on the positive side
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Q3 2020 reporting season surprised on the positive side

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Discussion Paper 16.11.2020 Europe, US and China tomorrow: Will it be possible to avoid geopolitic...
114

There are many pitfalls looming.

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