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Sep 12, 2024

What to watch

And the Fed pivoted, BoE on pause, Poland’s fiscal risks and what happens once the US yield curve disinverts

Sep 10, 2024

Long-run capital market returns in times of climate change

The materialization of physical climate risks is driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth. What will this mean for investors?

Sep 06, 2024

What to watch

ECB rate cut round two, Chinese equities feeling the heat and cooling commodity prices

Sep 04, 2024

Sector Atlas 2024: the outpriced, the outcasts and the outliers

Heavy political agenda to test global economic resilience once more. Global growth bottomed out in H1, but the global manufacturing sector is still in excess supply, and demand remains sluggish especially in the Eurozone.

Aug 02, 2024

What to watch

Eurozone’s OK growth numbers, the big US dollar depreciation idea and an earnings season full of what ifs

Jul 30, 2024

Sustainable ocean

Oceans play a critical role in keeping our climate stable and our world livable. They regulate global temperatures, taking in solar energy and distribute heat around the globe via ocean currents.

1261 results