Central Banks
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Global Investment Views 2.02.2023 Global Investment Views - February 2023
12

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
  • 12
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Investment Outlook 21.11.2022 2023 Investment Outlook - Some light for investors after the storm

Understanding the macroeconomic and investment outlook for 2023.

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Global Investment Views 27.10.2022 Global Investment Views - November 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 5.10.2022 Global Investment Views - October 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Monthly Cross Asset 12.09.2022 Rational inattention at the core of central bank strategy

The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated the dramatic shift in spending from services to goods and the effects of such a shift.

More 5 to 10 minutes
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Global Investment Views 7.09.2022 Global Investment Views - September 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Compass 31.08.2022 How to overhaul Europe’s outdated budget rules

Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.

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RC - Macroeconomics papers (recurrent)
Thematic Paper 26.08.2022 Only a new policy regime can stop rampant inflation, but don’t count on it yet

The only way to tackle the new inflationary regime is a credible and abrupt change in the approach to policy: but this seems unlikely to happen.

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Global Investment Views 29.07.2022 Global Investment Views - August 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes

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