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1233 results

May 03, 2024

What to watch

Higher rates by a fiscal thread, good Eurozone news before the Eurovision, and delayed normalization for cross-asset correlations

Apr 30, 2024

Ashes to ashes, carbon to soil

A cost-benefit analysis of abatement measures to increase soil carbon-sequestration capacity.

Apr 26, 2024

What to watch

Higher for longer reloaded in the US, EM financial markets feeling the pinch and the link between inflation and elections

Apr 22, 2024

Global outlook for private debt & private equity: private(r) for longer?

High inflation and escalating interest rates have tempered enthusiasm in private markets. These factors induced investor caution and lowered return expectations last year, breaking a decade-long asset class growth.

Apr 18, 2024

What to watch

Markets and the Talion law, expectations for the Indian elections, and the depreciation of the renminbi still ‘under control’

Apr 17, 2024

Latin America: Shall we dance?

This time was different: Latin America’s post-pandemic paso doble with inflation and the exchange rate. Reactive monetary policies, supportive commodity prices and increased investor confidence have helped keep inflation and exchange rate volatility relatively in check.

1233 results