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.
23/11/2020 Global Outlook 2021 Investment Outlook - Market rotations in an uneven reco... The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing ... The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.
19/05/2020 Emerging Markets Emerging Markets Charts & Views - Market dislocation creatin... Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...
22/11/2019 Global Outlook 2020 Investment Outlook - Be agile to cope with diverging sc... After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be... Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...