Must read articles

PRADHAN Mahmood
RC-2023-03-Macroeconomics-Geopolitics-strategy-Slider
Monthly Cross Asset 6.03.2023 Macroeconomics, Geopolitics, and Strategy - March 2023
43

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising.

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RC-2023.02-A-year-of-war-in-Ukraine-Slider
Thematic Paper 20.02.2023 A year of war in Ukraine: accelerating the energy transition and fragmentation
30

The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.

More > 10 minutes
  • 30
RC-2023-02-This-Months-Topic-Slider
Monthly Cross Asset 8.02.2023 Why and what if inflation falls faster than expected?

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected.

More 5 to 10 minutes
RC-2023.02-ECB-Meeting-slider
Investment Talks 3.02.2023 ECB-inspired rally risks going too far

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes

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