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2021.09 - German election - Slider-1390x467
Investment Talks 22.09.2021 German election remains open, with an eye on the green transition

Election outcome: The most likely winner in terms of votes and seats will either be the Social Democratic Party (SPD) or the conservative Christian Democratic Union/Christian Social Union (CDU/CSU). Likely scenarios include the ‘traffic-light’ coalition (SPD-Greens-pro-market Liberal Democratic Party, FDP) or the ‘Jamaica’ coalition (CDU/CSU-Greens-FDP). However, other combinations are possible.

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2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe: investing in the recovery

As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.

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Monthly Cross Asset 2.07.2021 Housing boom: what are the consequences for monetary policy?

Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. This is not (yet) a global housing boom. Indeed, indicators of overvaluation remain below those observed before the Great Financial Crisis (GFC) and are still very contrasted across regions.

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Monthly Cross Asset 2.06.2021 NGEU soon to be rolled out: the EU has (almost) done its part; now comes the member-states’ turn

In leading the way to NGEU, the Covid crisis may have marked a crucial milestone in European construction.

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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.

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Monthly Cross Asset 8.04.2021 You asked, we answered
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Our Global Views team attempts to answer some of the questions often asked by our clients.

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crypto vignette
Insights Paper 24.03.2021 Crypto-currencies: a bubble or the emergence of a new paradigm in decentralised finance?
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The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and potential development. CCs are at the crossroads of technological innovation, finance and monetary policy.

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Monthly Cross Asset 3.03.2021 Covid, productivity and long-term growth: further secular stagnation or positive reversal?
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While the spectacular Covid shock may easily lead to exaggerate extrapolations, it cannot be ruled out that it will matter for long-term productivity and growth.

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Monthly Cross Asset 2.02.2021 New money and maybe new powers too: Central Bank Digital Currencies are coming
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The motivations for CBDC projects vary quite a lot across countries

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