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.

Apr 11, 2024

The best is yet to come

Despite the crises, private households in the nine Eurozone countries we analyze have managed to almost double their total financial assets over the last two decades.

Apr 11, 2024

What to watch

The ECB in a pickle, China v. Germany – from complementarity to substitution, and UK trade tricks to reduce Brexit inflation

Apr 05, 2024

What to watch

Quarterly country and sector risk updates, transatlantic equity markets super trends and sticky services inflation v. the ECB