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.
30/04/2026 Retirement Europe’s pension transition: from retirement challenge to ca... Discover the impacts of retirement reform on capital markets.
30/04/2026 Retirement The vital role of fixed income in strengthening European aut... Explore how fixed income strategies can help strengthen European autonomy .
24/04/2026 Investment Views Global Investment Views - May 2026 This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.
16/04/2026 Cross Asset Research Cross Asset Investment Strategy - April 2026 What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.
16/04/2026 Equity The energy test for European sectors This article assesses how the energy shock may reshape European sectors, from energy and utilities to transport, banks and chemicals, under a prolonged...
27/03/2026 Investment Views Global Investment Views - April 2026 This edition of the GIV elaborates on our macro convictions around inflation, the war in the middle-east and our asset allocation views.