11/05/2026 Positive earnings support EM outlook EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.
24/03/2023 Investment Views Global Investment Views - April 2023 Crisis memories return in vulnerable markets
23/03/2023 Economy & Markets Fed delivers a dovish hike: a rate cycle peak may be close Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.
21/03/2023 Economy & Markets A global assessment of the implications of recent banking se... Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...