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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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Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario
99

The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment for Emerging Markets (EM) assets.

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Thematic Paper 25.06.2019 Turkey: inflation, exchange rate's pass-through and monetary policy
10

Despite a huge collapse in activity, the Turkish inflation is still flirting with 20% yoy and the main monetary policy rate is stuck at 24% for 8 months.

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  • 10
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Working Paper 24.06.2019 Factor Investing in Currency Markets: Does it Make Sense?
44

The concept of factor investing emerged at the end of the 2000s and has completely changed the landscape of equity investing.

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  • 44
Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.03.2019 Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility
60

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view.

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  • 60
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Thematic Paper 1.02.2019 Is Turkey really out of the woods?

After having narrowly escaped a balance of payments crisis last spring, there are questions surrounding the Turkish economy, not to mention the many (geo)political tensions.

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Thematic Paper 27.11.2018 Global Macro - Outlook to 2020
14

In the world economy, 2018 began based on the theme of a synchronised global recovery.

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  • 14
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Thematic Paper 15.11.2018 Morocco: moderate economic risks

Growth is expected to slow down compared to 2017 but should stabilise at around 3% this year and in 2019.

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Thematic Paper 6.11.2018 Central European countries - Outlook to 2020
13

Global growth resynchronised in 2017. In this particularly bullish environment, Central European countries “outperformed” with growth rates of between 4% and 6%.

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