3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
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.
14/03/2025 Scenarios, risks and macroeconomic forecasts - March 2025 "Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.
4/03/2025 Cross Asset Research Cross Asset Investment Strategy - March 2025 Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.
6/02/2025 Cross Asset Research Cross Asset Investment Strategy - February 2025 Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.
6/02/2025 Scenarios, risks and macroeconomic forecasts This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...