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.
11/07/2022 Emerging Markets The emerging markets hurdles While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...
11/07/2022 Economy & Markets Macroeconomic Picture - July/August 2022 Macroeconomic Picture by area and Macro and Market forecast.
11/07/2022 Economy & Markets Market Scenarios and Risks - July/August 2022 We keep the probabilities of our central and alternative scenarios unchanged vs. last month. The new wave of Covid-19 and stagnation in the Eurozone are...
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
8/07/2022 Cross Asset Research Cross Asset Investment Strategy - July/August 2022 Find the latest edition of our Research team's monthly publication.
6/07/2022 ESG Thema ESG Thema #10 - There is no place like Earth: How investors ... Biodiversity is declining at an alarming rate with now 1 million (out of an estimated 8 million) plant and animal species being threatened with extinction.
5/07/2022 Insurance Insurers' buy and maintain portfolios and sustainable invest... This article aims to explore how the inclusion of Environmental, Social, and Governance criteria became a critical part of the management of Buy & Maintain...
1/07/2022 Investment Views Global Investment Views - July 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.