26/02/2024 Investors patience rewarded European equity markets fully recovered the losses of 2022 and are back at new highs. Economic activity data shows signs of improvement in an overall...
16/01/2024 Economy & Markets Europe: time for fiscal consolidation Navigate Eurozone's evolving fiscal landscape in 2024. Explore improving public finances, rising fiscal vulnerability, and the impact of new fiscal rules...
16/01/2024 Economy & Markets Macroeconomic and financial market forecasts - January 2024 Macroeconomic and Financial Market forecasts
16/01/2024 Cross Asset Research Cross Asset Investment Strategy - January 2024 Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
4/12/2023 A November to remember November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...
27/11/2023 Recent economic data confirms our outlook Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...