7/05/2024 Cross Asset Research Cross Asset Investment Strategy - May 2024 Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.
12/10/2022 Economy & Markets United States: a green industrial policy in the making The US Congress’s August approval of the Inflation Reduction Act (IRA) came as a surprise to most observers. With the mid-term elections just months away...
11/10/2022 Cross Asset Research Cross Asset Investment Strategy - October 2022 Find the latest edition of our Research team's monthly publication.
12/09/2022 Economy & Markets Macroeconomic Picture - September 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/09/2022 Economy & Markets Market Scenarios and Risks - September 2022 We have reviewed the content and probabilities of our scenarios. First of all, we have included in our central scenario some of the risks that are materialising...
12/09/2022 Emerging Markets LatAm elections cycles wrapping up: politics and policy tran... LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty...
12/09/2022 Emerging Markets Taiwan: depicting the unthinkable Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.