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.
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
2/08/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q3 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportuniti... Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
24/07/2023 Investment Views Global Investment Views - August 2023 Receding inflation doesn’t mean the battle is won yet
