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.
23/01/2020 Sustainable Finance The green swan: Central banking and financial stability in t... Climate change poses new challenges to central banks, regulators and supervisors.
16/12/2019 Fixed Income & FX Fixed income: Back to core – Charts and Views - Build a robu... The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing...
3/12/2019 Retirement Quantitative easing: the end of the road for pension investo... Has central banks’ Quantitative Easing (QE) been a blessing or a curse for investors?
22/11/2019 Global Outlook 2020 Investment Outlook - Be agile to cope with diverging sc... After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade...
8/11/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2019 Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth...
29/10/2019 Emerging Markets Emerging Markets Charts & Views - A tug of war between weake... Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global...