The June Cross Asset issue is a special mid-year outlook edition, featuring our key views as we enter the second half of the year.

Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.

Cyclical risks persist, as the odds of a US recession are on the rise, but they are not completely priced in by markets.

Should investors be changing course? Read more of our monthly investment views.

Is a US recession now on the cards? Discover our latest investment and thought leadership ideas.

Key highlights on long-term scenarios and return forecasts.

Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.

Crisis memories return in vulnerable markets

Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...

Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.

Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.

Inflation is stickier than expected and central banks may remain tighter for longer. Discover our latest investment and thought leadership ideas

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...