Macro

Economic Overview

Mar 27, 2023 Macro Outlook

Europe’s banks and U.S. real estate

Europe’s banks and U.S. real estate – an unhealthy relationship once again questioned by markets.

Macro, Fixed Income, Central banks, Private Equity

Mar 24, 2023 ESG

AT1 - beneficial wake-up call

Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.

Central banks, Americas, Macro

Mar 23, 2023 CIO Flash

Fed and Treasury won’t come to the rescue

The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.

Macro, Fixed Income, Central banks, Private Equity

Mar 20, 2023 CIO Flash

UBS to take over Credit Suisse

Immediate concerns alleviated, new concerns arise

Inflation, Macro, Fixed Income

Mar 17, 2023 ESG

Too few companies use internal water pricing

Far fewer companies use ‘shadow’ internal water prices than carbon prices to guide business decisions.

Central banks, Americas, Macro

Mar 16, 2023 CIO Flash

Another volatile day for financial markets

Tensions that may ultimately help bring down inflation

Inflation, Macro, Fixed Income

Further articles

Jan 10, 2025 Chart of the week

Defying expectations

With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.

Jan 07, 2025 Equities

Investment Traffic Lights

Our monthly market analysis and positioning

2025 Real Estate Strategic Outlooks

We are pleased to share with you our latest set of Real Estate Strategic Outlooks for 2025. These reports provide our assessment of regional and national real estate markets for the United States, Europe and Asia Pacific markets, as well as our investment perspectives.

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