News & Events
498 news articles are available
21/03/2023
A global assessment of the implications of recent banking sector developments
Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors, Emerging Markets and overall cross asset investment stance.
20/03/2023
France: The pension reform puts politics under strain, but major instability unlikely
On 16 March the French government forced the approval, without a vote, of the new pension law, which aims to raise the minimum retirement age from 62 to 64 years, by using article 49.3.
17/03/2023
ECB increases rates: the job on inflation is not done yet, but expect a softer path
Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/03/2023
European banking sector set to withstand Credit Suisse fragility
Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
14/03/2023
No systemic risk from SVB failure, but watch out for areas of vulnerability
14/03/2023
No systemic risk from SVB failure, but watch out for areas of vulnerability
Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
09/03/2023
From Traditional to Sustainable Growth
09/03/2023
From Traditional to Sustainable Growth
This article is a 360-degree analysis of the growth investment concept.
06/03/2023
Cross Asset
Cross Asset Investment Strategy - March 2023
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