17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
13/12/2023 ESG Thema ESG Thema – Special COP28: Main outcomes and implications fo... Great attention was given to COP28: it was the most attended COP in history, notably due to the significant acceleration we observe in private sector...
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunitie... Outlook for EM assets: opportunities and risks for EM investors in 2024.