![RC-2022.06-Fed-Meeting-slider](/sites/default/files/styles/583x300/public/2022-06/RC-2022.06-Fed-Meeting-slider.png?h=330c9e75&itok=g9fKjKpR)
![RC-2022.06-Fed-Meeting-slider](/sites/default/files/styles/583x300/public/2022-06/RC-2022.06-Fed-Meeting-slider.png?h=330c9e75&itok=g9fKjKpR)
17/06/2022
•
Central Banks
Economy & Markets
14-15 June FOMC meeting: Fed becoming worried about inflation expectations
Understanding the outcome of the June FOMC meeting and its market and implications.
![RC-2022.06-Market-Turmoil-slider](/sites/default/files/styles/583x300/public/2022-06/RC-2022.06-Market-Turmoil-slider.png?h=7b09b26a&itok=Mc7v7I_s)
16/06/2022
•
Equity
Economy & Markets
A (stag?)flationary tantrum: assessing the current market sell-off
We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation fears will continue to drive the market and risk assets are likely to remain very volatile, particularly the most indebted companies and those with still excessive valuations.
![RC-202205-Inflation-in-Equities-slider](/sites/default/files/styles/583x300/public/2022-05/RC-202205-Inflation-in-Equities-slider.png?h=330c9e75&itok=0v1dMjfv)
10/06/2022
•
Equity
Economy & Markets
Navigating an inflationary environment in US and global equities
Understanding the outcome of the May FOMC meeting and its market and implications
![RC-2022.06-Legacy-slider](/sites/default/files/styles/583x300/public/2022-06/RC-2022.06-Legacy-slider.png?h=330c9e75&itok=dUmOcpSG)
09/06/2022
•
Economy & Markets
The embarrassing legacy of financial capitalism: implications for investors
Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.
![RC-2022.06-Shift&Narrative#20-slider](/sites/default/files/styles/583x300/public/2022-06/RC-2022.06-Shift%26Narrative%2320-slider.png?itok=I9u1i2VF)
09/06/2022
•
Shifts & Narratives
Shifts & Narratives #20 - Stagflation and its roots in capital misallocation
Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.
![RC-2022.06-EM-Green-Bonds-Report-slider](/sites/default/files/styles/583x300/public/2022-06/RC-2022.06-EM-Green-Bonds-Report-slider.png?h=330c9e75&itok=Vkru-NtX)
09/06/2022
•
ESG
Emerging Market Green Bonds - Report 2021
Riding the Green Wave.
![RC - Cross asset June 2022 - this month topic](/sites/default/files/styles/583x300/public/2022-06/June-1390x467.jpg?itok=uqN9wfX9)
03/06/2022
•
Investment Outlook
A look under the surface of the first quarter earnings season
The excellent results of the first quarter also conceal weaknesses.
![RC - 2022.06 thematic global views](/sites/default/files/styles/583x300/public/2022-06/thematic-global-view-1390pixel.png?h=cdb9544f&itok=7v6FtpDU)
03/06/2022
•
Investment Outlook
Central Banks
Only innovation in fiscal and monetary rules will make the Eurozone viable
As crises unfold, structural and governance issues tend to become more and more important.
![RC - 2022.06 thematic JPY](/sites/default/files/styles/583x300/public/2022-06/yen-1390.png?h=4bb6945d&itok=7XiCbxpv)
03/06/2022
•
Investment Outlook
JPY: Structurally weak, cyclically blessed
Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.