22/06/2023 Global Outlook Mid-year outlook 2023: key convictions for H2 2023 Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
22/06/2023 Global Outlook Mid-year outlook 2023: global themes Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...
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.