Investment Outlook
Monthly Cross Asset 2.12.2022 Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year

The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits recession and still elevated (albeit moderating) inflation.

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Monthly Cross Asset 2.12.2022 When fiscal policy puts the European institutions under pressure

After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.

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Monthly Cross Asset 2.12.2022 Macroeconomic Picture - December 2022

Macroeconomic Picture by area and Macro and Market forecast.

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Monthly Cross Asset 2.12.2022 Market Scenarios and Risks - December 2022

We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced-in by markets.

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Monthly Cross Asset 2.12.2022 Cross Asset Investment Strategy - December 2022

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

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Monthly Cross Asset 2.12.2022 Recent developments do not change our expectations for the Russia-Ukraine war

The war in Ukraine will continue to dictate Europe’s prospects in 2023.

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Monthly Cross Asset 2.12.2022 Lula is back and already scoring goals

Lula netted a goal in Egypt at COP27 in the fight against climate change.

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Monthly Cross Asset 2.12.2022 European fixed income: the difficult equation if the energy crisis persists

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

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Monthly Cross Asset 2.12.2022 China housing policy: better late than never

The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that credit forbearance would not be considered as stepping on the red lines.

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