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Global Investment Views 7.09.2022 Global Investment Views - September 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 29.07.2022 Global Investment Views - August 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 1.07.2022 Global Investment Views - July 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Investment Outlook 1.07.2022 H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates

The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across Developed Markets (DM). In addition, since there will no longer be a synchronous global cycle, country risk is back.

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Global Investment Views 1.06.2022 Global Investment Views - June 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 28.04.2022 Global Investment Views - May 2022

We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.

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Global Investment Views 24.03.2022 Global Investment Views - April 2022

The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.

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Global Investment Views 28.02.2022 Global Investment Views - March 2022

The geopolitical escalation at month’s end marks a further rise in volatility. Credit spreads (IG, HY and Euro peripherals) continued to widen while equity markets corrected further.

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Global Investment Views 27.01.2022 Global Investment Views - February 2022

January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.

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