6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
9/06/2022 Economy & Markets The embarrassing legacy of financial capitalism: implication... Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.
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.
2/06/2022 Economy & Markets The myth of the fiscal free lunch: beware of the trap. An in... Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
2/06/2022 Economy & Markets Shifts & Narratives #19 - The fiscal illusion: no free lunch... Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
1/06/2022 Investment Views Global Investment Views - June 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.