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Monthly Cross Asset 2.12.2022 European fixed income: the difficult equation if the energy crisis persists

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

More 5 to 10 minutes
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Thematic Paper 22.11.2022 ESG Thema – Special COP27 – Not a lost COP after all

Only 0.1°C, but a symbolic victory on compensation and momentum in financial system overhaul.

More > 10 minutes
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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.

More > 10 minutes
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Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

More > 10 minutes
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Thematic Paper 14.11.2022 ESG Thema #11 - EU Sustainable Finance Action Plan: State of play

The need to mobilize capital to fast track the transition to a more equitable, carbon neutral, economy has never been so acute, and the EU Sustainable Finance Action Plan (the “Action Plan”), launched as part of the European Green Deal, has never been more timely and relevant, notably in the light of the recently launched RePowerEU.

More 5 to 10 minutes
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Investment Talks 10.11.2022 US mid-term election: no red tide

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

More > 10 minutes
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Monthly Cross Asset 7.11.2022 False sense of security from easing energy prices

Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.

More 5 to 10 minutes
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Monthly Cross Asset 7.11.2022 For the Fed, the impossible QT

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

More 5 to 10 minutes
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Investment Talks 4.11.2022 1-2 November FOMC meeting: debating a downshift, not a pivot

Understanding the outcome of the November FOMC meeting and its market implications

More 5 to 10 minutes

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