8/11/2024 US Elections 2024 Unpacked: Results, Reactions and the Road Ahead Watch our 2024 US election results webinar for comprehensive analysis and insights.
7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".
4/11/2024 US soft landing on track The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2
30/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Perspectiv... Explore potential market reactions to the 2024 US election with Swaha Pattanaik and Monica Defend as they discuss Trump and Harris' economic agendas.
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
11/10/2024 Cross Asset Research Cross Asset Investment Strategy - October 2024 Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.