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.
3/06/2022 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.
2/06/2022 Portfolio Strategy Shifts & Narratives #18 - The power of narratives for invest... Our analysis suggests that narratives complement traditional macro variables when it comes to explaining financial market behaviour.