1/07/2026 Investment Views Global Investment Views - July 2026 This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
27/03/2025 Insurance Swap spreads: analysis, challenges and outlook How can we interpret the growing volatility of swap spreads and their structural distortions? Discover key factors and future trends.
14/03/2025 Scenarios, risks and macroeconomic forecasts - March 2025 "Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.
6/02/2025 Scenarios, risks and macroeconomic forecasts This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...
23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.