23/11/2023 Global Outlook 2024 Investment Outlook The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.
8/11/2023 Sustainable Finance Net Zero Investment Portfolios - Part 2. The Core-Satellite ... This paper focuses on the core-satellite approach as a portfolio strategy to address net-zero policies.
15/11/2023 ESG Thema ESG Thema #14 - Navigating the Net Zero landscape: a toolbox... Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.
27/10/2023 Economy & Markets A view on Italy and its government debt The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
10/10/2023 Economy & Markets Macroeconomic and financial market forecasts - October 2023 Macroeconomics forecasts
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation