21/11/2022 Global Outlook 2023 Investment Outlook - Some light for investors after the storm Understanding the macroeconomic and investment outlook for 2023.
1/07/2022 Global Outlook H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...
17/11/2021 Global Outlook 2022 Investment Outlook - Investing in the great transformation As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest...
28/06/2021 Global Outlook H2 2021 Investment Outlook - Inflation blows on markets, and investors need to act We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.
23/11/2020 Global Outlook 2021 Investment Outlook - Market rotations in an uneven recovery The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing cycle The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.
22/11/2019 Global Outlook 2020 Investment Outlook - Be agile to cope with diverging scenarios After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade...