- Global Investment Views - September 2018
Global Investment Views - September 2018
Monday 10 September 2018
Research / Market
10 years from Lehman: Reality check
The missed deleveraging: If the pace of debt accumulation has slowed down, deleveraging in absolute terms has hardly happened at all post crisis. The prospect of higher rates and the exhaustion of the cyclical upswing open up questions about debt sustainability. Assessing areas of vulnerabilities that could translate into idiosyncratic risks will be key to preventing capital impairment.
Economic Modeling of Climate Risks
Climate change is a subject that has been largely addressed from both macroeconomic and energetic standpoints.
Eurozone: a mere dip or a sustained slowdown?
After a long series of disappointments in 2018, euro zone economic figures have remained very mixed so far in 2019.
Recent stalemate leaves all options on the table