Sep 19, 2024

The EU’s domestic working-age population is set to decline. Delaying retirement could have a huge impact on making companies demography proof.

Sep 12, 2024

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

Sep 10, 2024

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

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

Sep 04, 2024

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

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