13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.
17/03/2025 Economy & Markets The diverse economic impacts of artificial intelligence In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.
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.
14/03/2025 Scenarios, risks and macroeconomic forecasts - March 2025 "Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.
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.