7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
3/01/2023 Cross Asset Research Cross Asset Investment Strategy - January 2023 Find the latest edition of our Research team's monthly publication.
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Market Scenarios and Risks - December 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
2/12/2022 Cross Asset Research Cross Asset Investment Strategy - December 2022 Find the latest edition of our Research team's monthly publication.