Recovery

2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe: investing in the recovery

As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.

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2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe Q&A: You asked, we answered

As a complement to the Special Europe report, we try to answer some of the key questions often asked.

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Monthly Cross Asset 2.06.2021 NGEU soon to be rolled out: the EU has (almost) done its part; now comes the member-states’ turn

In leading the way to NGEU, the Covid crisis may have marked a crucial milestone in European construction.

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Global Investment Views 26.05.2021 Global Investment Views - June 2021

Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is taking the driver’s seat in financial markets. Whether this is just temporary or will prove persistent is the crucial question and at present there are two conflicting inflation narratives. A series of voices claim that inflation is just temporary. In contrast, others warn about the possibility that inflation will turn structurally higher than initially thought because of economic growth, upward pressure on wages, a fiscal push, strong consumer demand and rising supply constraints (commodity side).

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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.

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Insights Paper 31.03.2021 How hot is the inflation pot? Strategies to protect portfolios from inflation risk
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As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Inflationary trends could emerge due to a combination of factors, including the cyclical recovery as countries try to get the pandemic under control and gradually lift mitigation measures.

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Monthly Cross Asset 4.11.2020 Write hard and clear about what hurts
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Economists have frequently used the alphabet to characterize the profile of the recovery.

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