14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
16/01/2024 Economy & Markets Europe: time for fiscal consolidation Navigate Eurozone's evolving fiscal landscape in 2024. Explore improving public finances, rising fiscal vulnerability, and the impact of new fiscal rules...
16/01/2024 Economy & Markets Macroeconomic and financial market forecasts - January 2024 Macroeconomic and Financial Market forecasts
16/01/2024 Cross Asset Research Cross Asset Investment Strategy - January 2024 Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US... Financial stability concerns to tip the balance towards a US recession.
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
3/02/2023 Economy & Markets ECB-inspired rally risks going too far Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
13/09/2022 Economy & Markets Reassessing the view on Europe: hot questions for investors To understand how the stagflationary environment in Europe affects the region's markets.