Investment Outlook

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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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Monthly Cross Asset 3.03.2021 Macroeconomic Picture - March 2021
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Macroeconomic picture by area and Macro and Market forecasts.

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Monthly Cross Asset 3.03.2021 Credit spreads vs bond yields in the current cycle
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The move in rates is just one factor of the macro backdrop that can drive spread trends, but one that worked quite well in past cycles and therefore worth focus...

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Monthly Cross Asset 3.03.2021 China and EM: growth and policy Q&A
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Our emerging markets strategists attempt to answer some of the questions often asked by our clients.

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Monthly Cross Asset 3.03.2021 All bubbles are not equal
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Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some.

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Monthly Cross Asset 3.03.2021 An expected improvement in corporate fundamentals bodes well for bondh...
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We expect business fundamentals to improve in the coming months, especially for low-rated companies.

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Monthly Cross Asset 3.03.2021 Covid, productivity and long-term growth: further secular stagnation o...
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While the spectacular Covid shock may easily lead to exaggerate extrapolations, it cannot be ruled out that it will matter for long-term productivity and growth...

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Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyc...
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Given the context, Q4 2020 corporate earnings proved resilient.

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Monthly Cross Asset 1.03.2021 Cross Asset Investment Strategy - March 2021
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Find the latest edition of our Research team's monthly publication

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