18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides cont... The incumbent president’s re-election avoids an unpredictable political phase for France.
5/05/2022 Economy & Markets Market Scenarios and Risks - May 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
4/05/2022 Cross Asset Research Cross Asset Investment Strategy - May 2022 Find the latest edition of our Research team's monthly publication.
5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cau... Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...