31/07/2026 Cross Asset Research Cross Asset Investment Strategy - July - August 2026 Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
12/09/2022 Emerging Markets Taiwan: depicting the unthinkable Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.
12/09/2022 Economy & Markets Rational inattention at the core of central bank strategy The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...
9/09/2022 Cross Asset Research Cross Asset Investment Strategy - September 2022 Find the latest edition of our Research team's monthly publication.
11/07/2022 Economy & Markets Macroeconomic Picture - July/August 2022 Macroeconomic Picture by area and Macro and Market forecast.
11/07/2022 Economy & Markets Market Scenarios and Risks - July/August 2022 We keep the probabilities of our central and alternative scenarios unchanged vs. last month. The new wave of Covid-19 and stagnation in the Eurozone are...
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...