11/06/2024 Economy & Markets Will Productivity turn global growth around? Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.
3/06/2022 Equity A look under the surface of the first quarter earnings seaso... The excellent results of the first quarter also conceal weaknesses.
3/06/2022 Economy & Markets Only innovation in fiscal and monetary rules will make the E... As crises unfold, structural and governance issues tend to become more and more important.
3/06/2022 Fixed Income & FX JPY: Structurally weak, cyclically blessed Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.
3/06/2022 Economy & Markets Macroeconomic Picture - June 2022 Macroeconomic Picture by area and Macro and Market forecast.
3/06/2022 Economy & Markets Market Scenarios and Risks - June 2022 We keep the probabilities of our central and alternative scenario unchanged versus last month but amend the narrative to take into account the evolving...
2/06/2022 Cross Asset Research Cross Asset Investment Strategy - June 2022 Find the latest edition of our Research team's monthly publication.