Global themes
Thematic Paper 9.06.2022 Shifts & Narratives #20 - Stagflation and its roots in capital misallocation

Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.

More 5 to 10 minutes
Investment Outlook 23.11.2020 2021 Investment Outlook - Market rotations in an uneven recovery

The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.

More > 10 minutes
  • 20
Investment Outlook 26.06.2020 H2 2020 Investment Outlook - Investing during a de-freezing cycle

The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.

More > 10 minutes
  • 10
Investment Outlook 22.11.2019 2020 Investment Outlook - Be agile to cope with diverging scenarios

After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade war-engineered recession or whether growth will stabilise at a low level and potentially rebound, meaning the cycle could extend even further.

More > 10 minutes

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