4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
23/11/2023 Global Outlook Asset Class Outlook for 2024 The Asset Class outlook section provides a granular insight into all the various asset classes together with our view for 2024.
23/11/2023 Global Outlook Emerging Markets Outlook for 2024 The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.
23/11/2023 Global Outlook 2024 Responsible Investment Views The Responsible Investment Views section dives into ESG matters and the net-zero transition.
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
10/10/2023 Cross Asset Research Cross Asset Investment Strategy - October 2023 Find the latest edition of our monthly publication. The focus is on the energy price rise and its impact on US consumption.