Investment Outlook

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Monthly Cross Asset 8.04.2021 Cross Asset Investment Strategy - April 2021
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Find the latest edition of our Research team's monthly publication

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Global Investment Views 8.04.2021 Global Investment Views - April 2021
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Bubbles, tantrums and the revenge of value

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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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Monthly Cross Asset 8.04.2021 You asked, we answered
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Our Global Views team attempts to answer some of the questions often asked by our clients.

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Monthly Cross Asset 30.03.2021 Fixed-income markets: from cyclical to structural challenges
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Since the start of the year, bond yields have surged in the economies of the G10 as markets anticipate a sharp acceleration in inflation and economic activity. ...

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Monthly Cross Asset 30.03.2021 Speculative grade default cycle: an earlier peak and an expected benig...
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Extraordinary policy intervention has made this HY default cycle unusually short-lived, helping to limit quite significantly the rise in defaults among mid- and...

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Monthly Cross Asset 30.03.2021 Next step for the Biden administration: the infrastructure package
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While the Biden administration has just successfully passed a $1900 bn stimulus package, attention will now turn to the infrastructure package that was included...

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Monthly Cross Asset 3.03.2021 Market Scenarios and Risks - March 2021
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This month, we maintain the probabilities and narrative of our central and alternative scenarios.

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