Recovery

Monthly Cross Asset 2.06.2021 NGEU soon to be rolled out: the EU has (almost) done its part; now com...

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 ta...

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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 in...
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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. Infla...

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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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