30/09/2026 Cross Asset Research Cross Asset Investment Strategy - September 2026 The summer brought central bank policy developments and rising bond yields. Explore the implications for the USD and portfolio diversification.
3/06/2022 Economy & Markets Market Scenarios and Risks - June 2022 We keep the probabilities of our central and alternative scenario unchanged versus last month but amend the narrative to take into account the evolving...
2/06/2022 Cross Asset Research Cross Asset Investment Strategy - June 2022 Find the latest edition of our Research team's monthly publication.
6/05/2022 Economy & Markets Macroeconomic Picture - May 2022 Macroeconomic Picture by area and Macro and Market forecast.
6/05/2022 Economy & Markets Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides cont... The incumbent president’s re-election avoids an unpredictable political phase for France.