6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
29/07/2022 Investment Views 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.
1/07/2022 Investment Views 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.
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market se... We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
10/06/2022 Equity Navigating an inflationary environment in US and global equi... Understanding the outcome of the May FOMC meeting and its market and implications.
3/06/2022 Equity A look under the surface of the first quarter earnings seaso... The excellent results of the first quarter also conceal weaknesses.