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.
12/10/2022 Economy & Markets TLTRO in the context of ECB policy normalisation TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.
12/10/2022 Economy & Markets United States: a green industrial policy in the making The US Congress’s August approval of the Inflation Reduction Act (IRA) came as a surprise to most observers.
11/10/2022 Cross Asset Research Cross Asset Investment Strategy - October 2022 Find the latest edition of our Research team's monthly publication.
12/09/2022 Economy & Markets Macroeconomic Picture - September 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/09/2022 Economy & Markets Market Scenarios and Risks - September 2022 We have reviewed the content and probabilities of our scenarios. First of all, we have included in our central scenario some of the risks that are materialising...
12/09/2022 Emerging Markets LatAm elections cycles wrapping up: politics and policy tran... LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty...