5/05/2022 Economy & Markets Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...
4/05/2022 Cross Asset Research Cross Asset Investment Strategy - May 2022 Find the latest edition of our Research team's monthly publication.
5/05/2022 Portfolio Strategy Setting your investment objectives: institutional asset allo... Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
28/04/2022 Investment Views Global Investment Views - May 2022 We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US...
27/04/2022 Economy & Markets Adding to the debate: “Is the Fed behind the curve"? Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
27/04/2022 Geopolitics War and Net Zero offer opportunities across the commodity un... Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
26/04/2022 ESG Thema ESG Thema #9 - Engaging on Human rights: Identifying risks a... This paper is the first of our ESG Thema series on social issues.
20/04/2022 Economy & Markets The inflation psychology is kicking in Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected