31/03/2025 Capital Market Assumptions Capital Market Assumptions 2025 Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.
31/03/2025 Economy & Markets Empowering transformation in Europe Europe aims to boost productivity through policy reforms and investments to restore competitiveness.
31/03/2025 Equity Equity sectors: a mix of Growth and Value to navigate the ch... Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
24/03/2025 Machine Learning & Artificial Intelligence Topic Modeling with AI Tools We present a robust topic modeling framework that mitigates overfitting while capturing the evolving nature of discourse.
17/03/2025 Economy & Markets The diverse economic impacts of artificial intelligence In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.
17/02/2025 US inflation surprises on the upside The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...