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Macroeconomic Research
Eurozone corporate profits outlook: How they could influence the ECB
- 31 May 2024 (10 min read)
Monthly Market Update
May Op-Ed - If you are bored by central banks, Tech remains interesting
- 30 May 2024 (10 min read)
Monthly Market Update
May Monthly Investment Strategy - Governments extend influence over outlooks
- 30 May 2024 (10 min read)
Macroeconomic Research
Will the US presidential election endanger an investment boom?
- 20 May 2024 (10 min read)
Monthly Market Update
April Monthly Investment Strategy - US shifts outlook, who shall follow?
- 26 April 2024 (10 min read)
Asset Class Views
Global Factor Views: Positive on Growth and Quality but warning signs for Momentum
- 10 April 2024 (7 min read)
Monthly Market Update
March Global Macro Monthly - Inflation divergence to drive monetary tensions
- 27 March 2024 (7 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.