Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

• 43

The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.

• 33

As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through structural reforms, generating new opportunities for investors.

• 24

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected.

Review of the February FOMC meeting and its market implications.

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

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

• 12

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

Understanding the outcome of the December FOMC meeting and its market implications.