![Research Center - 2022.10 - Emerging Markets Charts and Views - EM investing after the great repricing](/sites/default/files/styles/583x300/public/2022-10/gettyimages-1010696548.jpg?h=46d88047&itok=gQj54W_f)
![Research Center - 2022.10 - Emerging Markets Charts and Views - EM investing after the great repricing](/sites/default/files/styles/583x300/public/2022-10/gettyimages-1010696548.jpg?h=46d88047&itok=gQj54W_f)
27/10/2022
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Emerging Markets
Economy & Markets
Emerging Markets Charts and Views - EM investing after the great repricing
Emerging Markets investing after the great repricing
![RC-GIV-slider](/sites/default/files/styles/583x300/public/2022-02/RC-GIV-slider.png?h=330c9e75&itok=WAlieBxq)
27/10/2022
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Investment Outlook
Global Investment Views - November 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
![Research Center - 2022.10 - How do institutions segment their investment universe?](/sites/default/files/styles/583x300/public/2022-10/image_portfolio_strategy.jpg?h=119335f7&itok=JCmRpNVr)
25/10/2022
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Asset Allocation
Multi-Asset
How do institutions segment their investment universe?
In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any Investment Policy Statement (IPS) – and how to articulate their asset allocation across different horizons.
![rc-2022.10-artificial-intelligence-and-esg-slider](/sites/default/files/styles/583x300/public/2022-10/rc-2022.10-artificial-intelligence-and-esg-slider.png?h=8ea98630&itok=PutCLXUH)
13/10/2022
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ESG
Multi-Asset
Artificial Intelligence and ESG: How do they fit?
To understand how useful AI is in improving ESG data
![rc-2022.10-thematic2-slider](/sites/default/files/styles/583x300/public/2022-10/RC-2022.10-Thematic2-slider.png?h=8ea98630&itok=oD2YJJGG)
12/10/2022
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Investment Outlook
Central Banks
Too early for a Fed pivot
The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.
![rc-2022.10-thematic1-slider](/sites/default/files/styles/583x300/public/2022-10/RC-2022.10-Thematic1-slider.png?itok=mssjdLy8)
12/10/2022
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Investment Outlook
Central Banks
TLTRO in the context of ECB policy normalisation
TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.
![RC-2022-09-this-months-topic-slider](/sites/default/files/styles/583x300/public/2022-10/rc-2022-09-this-months-topic-slider.jpg?h=6698f628&itok=vdxe6LHT)
12/10/2022
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Investment Outlook
Emerging Markets
Relaxed financial markets look at Lula’s comeback
The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.
![rc-2022.10-thematic-global-views-slider](/sites/default/files/styles/583x300/public/2022-10/RC-2022.10-Thematic-Global-Views-slider.png?h=263c44ed&itok=5djpwQuG)
12/10/2022
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Investment Outlook
ESG
United States: a green industrial policy in the making
The US Congress’s August approval of the Inflation Reduction Act (IRA) came as a surprise to most observers. With the mid-term elections just months away and no majority in Congress, no one expected new legislation to be passed.
![RC - Working Paper](/sites/default/files/styles/583x300/public/2022-07/2022.07%20-%20296.working-paper%20-visuel%20r%C3%A9f%C3%A9rent.jpg?h=3f33ffb3&itok=-Y3KbQ7O)
10/10/2022
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Asset Allocation
Capital Commitment
Over ten trillion dollars are allocated to private market funds that require outside investors to commit to transferring capital on demand; most of these funds are Private Equity (PE).