Must read articles

Investment Outlook
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Monthly Cross Asset 6.03.2023 Macroeconomics, Geopolitics, and Strategy - March 2023
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Market 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.

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Monthly Cross Asset 6.03.2023 European equities are favoured in a fragile earnings outlook
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Q4 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.

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Monthly Cross Asset 3.03.2023 Cross Asset Investment Strategy - March 2023
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Find the latest edition of our Research team's monthly publication.

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  • 41
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Global Investment Views 24.02.2023 Global Investment Views - March 2023
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The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

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Monthly Cross Asset 8.02.2023 Macroeconomic Picture - February 2023
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Macroeconomic Picture by area and Macro and Market forecast.

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Monthly Cross Asset 8.02.2023 Market Scenarios and Risks - February 2023

We 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.

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Monthly Cross Asset 8.02.2023 Why and what if inflation falls faster than expected?

High 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.

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Monthly Cross Asset 8.02.2023 Cross Asset Investment Strategy - February 2023

Find the latest edition of our Research team's monthly publication.

More > 10 minutes
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Global Investment Views 2.02.2023 Global Investment Views - February 2023
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The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
  • 12

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