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.
8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
12/03/2021 Capital Market Assumptions Asset Classes Views: Climbing the hill Medium to long-term scenarios and return forecasts
23/11/2020 Global Outlook 2021 Investment Outlook - Market rotations in an uneven reco... The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.
30/10/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2020 Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting...
10/08/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2020 All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different...