29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
16/08/2022 Economy & Markets Mind the lag: recession fears flare too fast Central banks will be aggressive in the short term as they try to re-establish credibility, with the European Central Bank a case in point.
25/07/2022 Portfolio Allocation Precautionary Liquidity and Retirement Saving There is a large debate on the optimal degree of savings’ liquidity in retirement systems.
25/07/2022 Economy & Markets Towards a new set of fiscal rules in Europe: an investor vie... In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between...
25/07/2022 Economy & Markets Towards new fiscal rules in Europe After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central...
22/07/2022 Economy & Markets ECB meeting: larger-than-expected rate hike, with new fragm... July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.
22/07/2022 Economy & Markets Italy swimming in uncertain waters as PM Draghi resigns Italian government crisis, likely outcome: snap elections the most likely outcome. Prime Minister Draghi would remain at the helm of a caretaker government,...
20/07/2022 Retirement Pension Funds Letter 15 - Stage 2022: Cycling on As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere...
11/07/2022 Economy & Markets UK Leadership Change: Economic and market implications With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new...
11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strengt... The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
