Must read articles

Fiscal policy
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Discussion Paper 2.06.2022 The myth of the fiscal free lunch: beware of the trap. An investor’s viewpoint

Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.

More > 10 minutes
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Thematic Paper 2.06.2022 Shifts & Narratives #19 - The fiscal illusion: no free lunch for investors

Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.

More > 10 minutes
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Monthly Cross Asset 6.12.2021 Will the US policy mix "build back better"?

On 19 November, the House of Representatives (HoR) passed the Build Back Better Act (BBB). The bill will now be considered by the Senate. This is a big step forward for the Biden administration, especially since this vote comes just after President Biden signed the infrastructure plan into law.

More < 5 minutes
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Monthly Cross Asset 6.10.2021 The Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?

Reforming the European fiscal framework would improve the resilience of the Eurozone...provided that fiscal discipline is not abandoned.

More 5 to 10 minutes
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Monthly Cross Asset 3.03.2021 China and EM: growth and policy Q&A
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Our emerging markets strategists attempt to answer some of the questions often asked by our clients.

More 5 to 10 minutes
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Thematic Paper 6.05.2020 Emergency fiscal programs: no choice but to increase the (monetized) deficits
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The large fiscal packages announced by governments to counter the virus crisis aim, so far, at stabilization more than stimulus. In addition to funding the emergency response to the virus situation itself, these packages intend to prevent a worsening of the crisis through the financial and household income channels.

More 5 to 10 minutes
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Investment Talks 25.03.2020 In search of the bottom in the Covid-19 crisis
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In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions.

More < 5 minutes
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Investment Talks 19.03.2020 Policy action at the next level, but markets still in search of a 'real' catalyst
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Where we stand in the crisis and what to watch: Investors have moved from underestimating the severity of the crisis (buoyant markets) to a full global escalation (with the US joining emergency measures) that has led to market disruption and over-reaction.

More < 5 minutes
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Investment Talks 13.03.2020 ECB meeting: now, fiscal policy has to play its part
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At its meeting on 12 March, the ECB disappointed market expectations by not cutting rates in the wake of the coronavirus spread.

More < 5 minutes
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