European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.

Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.

In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.

China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities

Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of 5 September.

Find the latest edition of our monthly publication. Discover insights on Central Banks' policies, US yields, and global financial conditions impacting...

Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of July 24, 2024. Get insights crucial for informed decision-making...

Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...

The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...

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.

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...