30/09/2026 Economy & Markets The road ahead for central banks This article explains how fragmented global order, rising inflation, fiscal strain, and debt-funding shifts reshape policy coordination and market credibility...
30/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Perspectiv... Explore potential market reactions to the 2024 US election with Swaha Pattanaik and Monica Defend as they discuss Trump and Harris' economic agendas.
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
11/10/2024 Cross Asset Research Cross Asset Investment Strategy - October 2024 Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.
10/10/2024 Economy & Markets Draghi’s report: a call to action for Europe’s competitivene... Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...
10/10/2024 Economy & Markets Macroeconomic and financial market forecasts - October 2024 Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.