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.
2/12/2022 Geopolitics Recent developments do not change our expectations for the R... The war in Ukraine will continue to dictate Europe’s prospects in 2023.
2/12/2022 Emerging Markets Lula is back and already scoring goals Lula netted a goal in Egypt at COP27 in the fight against climate change.
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
2/12/2022 Emerging Markets China housing policy: better late than never The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...
7/11/2022 Economy & Markets Macroeconomic Picture - November 2022 Macroeconomic Picture by area and Macro and Market forecast.
7/11/2022 Economy & Markets Market Scenarios and Risks - November 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...