10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
4/02/2022 Emerging Markets Inflation in Turkey could very well reach 50% and more in th... Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the...
3/02/2022 Economy & Markets Keeping up with our Investment Outlook for 2022 2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase...
3/02/2022 Economy & Markets The journey back to zero real rates Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.
27/01/2022 Investment Views Global Investment Views - February 2022 January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.