19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
17/11/2021 Global Outlook 2022 Investment Outlook - Investing in the great transformat... The world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive...
14/10/2021 Emerging Markets Emerging Markets Charts & Views - Why EM could be back in fo... EM ready for a comeback, but volatility will remain high
28/06/2021 Global Outlook H2 2021 Investment Outlook - Inflation blows on markets, and... We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.
23/11/2020 Global Outlook 2021 Investment Outlook - Market rotations in an uneven reco... The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing ... The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.