Central Banks
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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
RC - Macroeconomics papers (recurrent)
Thematic Paper 25.07.2022 Towards a new set of fiscal rules in Europe: an investor view

In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between monetary and budgetary policies.

More > 10 minutes
RC - Macroeconomics papers (recurrent)
Thematic Paper 25.07.2022 Towards new fiscal rules in Europe

After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central Banks committing to tame inflation, puts the delicate fiscal and monetary equilibrium under the spotlight.

More 5 to 10 minutes
RC-GIV-slider
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
RC-2022.06-H2-2022-Invt-Outlook-slider
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.

More > 10 minutes
RC-2022.06-discussion-Paper-Slider
Discussion Paper 2.06.2022 The myth of the fiscal free lunch: beware of the trap. An investor’s viewpoint

Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.

More > 10 minutes
RC-2022.06-Shifts&Narratives#19-Slider
Thematic Paper 2.06.2022 Shifts & Narratives #19 - The fiscal illusion: no free lunch for investors

Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.

More > 10 minutes
RC-GIV-slider
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
RC-2022.05 - Thematic1 -slider
Monthly Cross Asset 6.05.2022 Upward pressures on inflation are the major market driver

We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.

More 5 to 10 minutes

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