ROSENBERG Anna
RC-2023-03-Macroeconomics-Geopolitics-strategy-Slider
Monthly Cross Asset 6.03.2023 Macroeconomics, Geopolitics, and Strategy - March 2023
42

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising.

More > 10 minutes
  • 42
RC-2023.02-A-year-of-war-in-Ukraine-Slider
Thematic Paper 20.02.2023 A year of war in Ukraine: accelerating the energy transition and fragmentation
27

The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.

More > 10 minutes
  • 27
RC-2022-12-Thematic-2-Slider
Monthly Cross Asset 2.12.2022 Recent developments do not change our expectations for the Russia-Ukraine war

The war in Ukraine will continue to dictate Europe’s prospects in 2023.

More 5 to 10 minutes
RC-2022.11-UK-Fiscal-Budget-slider
Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

More > 10 minutes
RC-2022.11-US-Mid-Term-Election-slider
Investment Talks 10.11.2022 US mid-term election: no red tide

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

More > 10 minutes

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