Economy
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-GIV-slider
Global Investment Views 24.02.2023 Global Investment Views - March 2023
84

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

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  • 84
RC-2023.02-Currency-hedging-Slider
Thematic Paper 8.02.2023 Currency hedging policy for institutions
33

Understanding fundamentals and implications of currency hedging for global portfolios, both on a tactical and strategic basis.

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  • 33
RC-2022.03-Shift&Narrative#14-slider
Thematic Paper 2.03.2022 Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s

Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.

More > 10 minutes

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