Europe
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Monthly Cross Asset 3.02.2022 European strategic sovereignty must be an investment opportunity

The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to impose one’ standards and to create global leaders in tomorrow’s ecosystems.

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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).

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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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