19/10/2026 Lights and shadows from the IMF The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.
31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
31/03/2025 Economy & Markets Empowering transformation in Europe Europe aims to boost productivity through policy reforms and investments to restore competitiveness.
31/03/2025 Europe in focus amidst fiscal boost Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.
14/03/2025 Cross Asset Research Cross Asset Investment Strategy - March 2025 Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.
14/03/2025 Economy & Markets A step forward for Europe "A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.