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.
2/06/2022 Portfolio Strategy Shifts & Narratives #18 - The power of narratives for invest... Narratives have been around for a long time but their impact on financial markets has not been fully exploited. Our analysis suggests that narratives...
16/05/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2022 The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions...
6/05/2022 Economy & Markets Macroeconomic Picture - May 2022 Macroeconomic Picture by area and Macro and Market forecast.
6/05/2022 Economy & Markets Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their...
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides cont... The incumbent president’s re-election avoids an unpredictable political phase for France.
5/05/2022 Economy & Markets Market Scenarios and Risks - May 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.