
No systemic risk from SVB failure, but watch out for areas o...
2023 will be a two-speed year, with plenty of risks to watch out for.
Read moreMarket measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising.
More > 10 minutesQ4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors are suffering the most and we confirm a cautious view.
More 5 to 10 minutesFind the latest edition of our Research team's monthly publication.
More > 10 minutesThe GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutesMacroeconomic Picture by area and Macro and Market forecast.
More 5 to 10 minutesWe revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced in, especially by equity markets.
More 5 to 10 minutesHigh inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected.
More 5 to 10 minutesFind the latest edition of our Research team's monthly publication.
More > 10 minutesThe GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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