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11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strengt... The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
8/07/2022 Cross Asset Research Cross Asset Investment Strategy - July/August 2022 Find the latest edition of our Research team's monthly publication.
1/07/2022 Global Outlook H2 2022 Investment Outlook - Life above zero: investors’ jou... The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...
9/06/2022 Economy & Markets Shifts & Narratives #20 - Stagflation and its roots in capit... Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.
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.