7/12/2022 Investment Insights Biodiversity: It’s Time to Protect Our Only Home - N°2 Addre... In order to better integrate biodiversity considerations into portfolio construction, first there is a need to better understand how companies impact...
7/12/2022 Investment Insights Biodiversity: It’s Time to Protect Our Only Home - N°1 It's ... Biodiversity is all around us. We are only in the early stages of understanding how essential a healthy and biodiverse environment is to a stable and...
7/12/2022 Investment Insights Biodiversity: It’s Time to Protect Our Only Home There is a clear need for swift action to address biodiversity loss. The severity of the risks linked to biodiversity loss has not directly translated...
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Market Scenarios and Risks - December 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
2/12/2022 Emerging Markets Lula is back and already scoring goals Lula netted a goal in Egypt at COP27 in the fight against climate change.
2/12/2022 Emerging Markets China housing policy: better late than never The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...
2/12/2022 Geopolitics Recent developments do not change our expectations for the R... The war in Ukraine will continue to dictate Europe’s prospects in 2023.
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...