13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
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...
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing ... The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.
2/06/2020 Portfolio Strategy Multi Asset: a solid total portfolio approach for a complex... An increasing number of institutional investors have adopted a total portfolio approach (TPA) as a response to the weaknesses of more traditional strategic...
27/01/2020 Economy & Markets Fiat Money vs. Cryptocurrencies / Private vs. Public digital... The first part of this study analysed the competition between USD, RMB and EURO and presented the challenges for China and Europe to develop a genuine...
27/01/2020 Economy & Markets FX wars vs. currency wars / USD vs. EUR vs. RMB vs. ? FX wars vs. currency pars / USD vs. EUR vs. RMB vs. ?