7/07/2026 Podcasts Midyear Investment Outlook 2026 – The Power of Endurance by Outerblue Convictions A special podcast edition on the H2 2026 outlook. Our experts share their global growth expectations in a resilient but uneven landscape, and explore...
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support f... Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
12/09/2023 Economy & Markets CBDCs: where do the projects and debates stand? Understanding the debate over the potential benefits and risks of Central Bank Digital Currencies.
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
24/02/2023 Investment Views Global Investment Views - March 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.