2023 Investment Outlook - Some light for investors after the...
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Understanding the latest UK budget and its main political, social and market implications> 10 minutes
The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.5 to 10 minutes
The excellent results of the first quarter also conceal weaknesses.5 to 10 minutes
By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.5 to 10 minutes
We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.> 10 minutes
The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.5 to 10 minutes
The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.> 10 minutes
As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.> 10 minutes
Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven phase in the equity market rally.5 to 10 minutes
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