The wheels of a Circular Economy go round and round - N°5 Th...
Must read articles
Europe
Monthly Cross Asset
5.01.2022
You asked, we answer - January 2022
Our Global Views team attempts to answer some of the questions often asked by our clients.
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Insights Paper
12.11.2021
A new dawn for Europe? Strategies for investing in European assets
The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which are progressing at a strong pace.
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Monthly Cross Asset
6.10.2021
Upcoming 2022 Outlook: From European autonomy to strategic sovereignty
The pandemic has highlighted Europe’s dependency on several critical goods, including pharmaceutical products and medical equipment.
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Global Investment Views
30.09.2021
Global Investment Views - October 2021
Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI).
More > 10 minutes
Monthly Cross Asset
8.09.2021
Special Europe: investing in the recovery
As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.
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Monthly Cross Asset
8.09.2021
Special Europe Q&A: You asked, we answered
As a complement to the Special Europe report, we try to answer some of the key questions often asked.
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Insights Paper
23.08.2021
European commercial real estate: play the re-opening with quality assets
The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive.
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Thematic Paper
9.08.2021
ESG Thema #2 - EU Fit for 55 package
The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990.
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Monthly Cross Asset
2.07.2021
The price of self-sufficiency
The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.
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