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Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.
By: David Bianco
Capex: A corporate confidence signal
The economic impact of climate change is demonstrated by seeing, feeling and smelling wildfire smoke. Measuring and forecasting all their costs is a lot harder.
By: Björn Jesch
Our monthly market analysis and positioning
Over a twelve-month horizon, we expect decent overall returns across many asset classes despite lackluster economic growth and sticky inflation.
All forecasts at a glance
Given all the headlines of new extreme levels of temperature rise on land, one might have overlooked that a similar rise in temperatures is occurring in our oceans.
The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.
Stubborn inflation, deteriorating US fiscal health to curb bonds and stocks
Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.
By: Murray Birt, Maria Milina
To address the structural forces holding back European growth and investment returns requires a significant transformation of the European economy.
No ceiling, no landing: 3-5% inflation cruising altitude
How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets
We remain confident that a small deal can get struck in time, paving the way for more deals later
