Equity market
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Investment Outlook 21.11.2022 2023 Investment Outlook - Some light for investors after the storm

Understanding the macroeconomic and investment outlook for 2023.

More > 10 minutes
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Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

More > 10 minutes
RC-GIV-slider
Global Investment Views 27.10.2022 Global Investment Views - November 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-GIV-slider
Global Investment Views 5.10.2022 Global Investment Views - October 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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Monthly Cross Asset 12.09.2022 Q2 earnings season – strong results helped support the summer rally

The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.

More 5 to 10 minutes
RC-GIV-slider
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
RC-GIV-slider
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-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
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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.

More > 10 minutes

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