17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
27/11/2023 Recent economic data confirms our outlook Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
13/11/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
27/10/2023 Economy & Markets A view on Italy and its government debt The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation