25/03/2026 Podcasts Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions The war in Iran has shaken markets and is threatening the stability of the global economy.
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.
5/05/2022 Economy & Markets Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...
4/05/2022 Cross Asset Research Cross Asset Investment Strategy - May 2022 Find the latest edition of our Research team's monthly publication.