9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
20/06/2022 Investment Insights ESG journey is set to accelerate in credit markets Last year global sustainable debt issuance hit a record of over $1.4tn, with the overall sustainable debt universe expanding to near $3.4tn.
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market se... We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
1/06/2022 Investment Views Global Investment Views - June 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
28/04/2022 Investment Views Global Investment Views - May 2022 We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US...
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remain... We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukr... The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
