Investment Outlook

2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe Q&A: You asked, we answered

As a complement to the Special Europe report, we try to answer some of the key questions often asked.

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Monthly Cross Asset 8.09.2021 Macroeconomic picture - September 2021

Macroeconomic picture by area and Macro and Market forecast.

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Monthly Cross Asset 8.09.2021 Market Scenarios and Risks - September 2021

On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.

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Monthly Cross Asset 8.09.2021 HY default rates: recent and expected trends

Persistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.

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Monthly Cross Asset 8.09.2021 Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women. We discuss below these various factors of market fragmentation in the largest Eurozone countries.

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Monthly Cross Asset 7.09.2021 Cross Asset Investment Strategy - September 2021

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

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Global Investment Views 1.09.2021 Global Investment Views - September 2021

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe.

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Global Investment Views 28.07.2021 Global Investment Views - August 2021

The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.

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Monthly Cross Asset 2.07.2021 Cross Asset Investment Strategy - July 2021

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

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