Investment Outlook

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Global Investment Views 25.11.2021 Global Investment Views - December 2021

Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.

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Investment Outlook 17.11.2021 2022 Investment Outlook - Investing in the great transformation

As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive growth model.

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Research Center - The triangle of financial repression
Monthly Cross Asset 2.11.2021 The triangle of financial repression

The idea that we are entering a phase of financial repression regularly returns to the fore as real interest rates are negative and nominal interest rates are very low.

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Monthly Cross Asset 2.11.2021 Macroeconomic Picture - November 2021

Macroeconomic Picture by area and Macro and Market forecast.

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Monthly Cross Asset 2.11.2021 Market Scenarios and Risks - November 2021

Market Scenarios an Risk - November 2021

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Research Center - Can stablecoins bring major disruption to the financial system?
Monthly Cross Asset 2.11.2021 Can stablecoins bring major disruption to the financial system?

More directly than other types of cryptocurrencies, the rapidly growing stablecoins may soon bring new opportunities and risks to payments and finance.

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Research Center - Q3 2021: From a recovery phase to an inflationary late cycle
Monthly Cross Asset 2.11.2021 Q3 2021: From a recovery phase to an inflationary late cycle

A second derivative stagflationary environment of decelerating growth amid sustained inflationary pressures. The fiscal lever continues to play a pivotal role.

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Research Center - 2022 EGB supply vs ECB QE
Monthly Cross Asset 2.11.2021 2022 EGB supply vs ECB QE

We expect a further slowing of growth in Eurozone public debt in 2022, mirroring the 2021 trend vs. 2020 which saw a peak in net issuance, while EU bond supply is likely to remain close to the 2021 level.

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Monthly Cross Asset 29.10.2021 Cross Asset Investment Strategy - November 2021

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

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