Investment Outlook

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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...

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Monthly Cross Asset 4.05.2021 The end of the Great Moderation and the return of volatility

Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history...

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Monthly Cross Asset 4.05.2021 Macroeconomic Picture - May 2021

Macroeconomic picture by area and Macro and Market forecast.

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Monthly Cross Asset 4.05.2021 Market Scenarios and Risks - May 2021

We note progress on the vaccine front despite logistics and side effects issues.

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Monthly Cross Asset 3.05.2021 Cross Asset Investment Strategy - May 2021

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

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Global Investment Views 21.04.2021 Global Investment Views - May 2021
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April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward...

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Monthly Cross Asset 8.04.2021 Cross Asset Investment Strategy - April 2021
129

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

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  • 129
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Monthly Cross Asset 8.04.2021 Macroeconomic Picture - April 2021
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Macroeconomic picture by area and Macro and Market forecast.

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Monthly Cross Asset 8.04.2021 Market Scenarios and Risks - April 2021
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Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.

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