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02/06/2022 • Economy & Markets
The myth of the fiscal free lunch: beware of the trap. An investor’s viewpoint Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
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02/06/2022 • Shifts & Narratives Economy & Markets
Shifts & Narratives #19 - The fiscal illusion: no free lunch for investors Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
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02/06/2022 • Shifts & Narratives Economy & Markets
Shifts & Narratives #18 - The power of narratives for investors Narratives have been around for a long time but their impact on financial markets has not been fully exploited. Our analysis suggests that narratives complement traditional macro variables when it comes to explaining financial market behaviour.
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01/06/2022 • Investment Outlook
Global Investment Views - June 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
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16/05/2022 • Asset Allocation
Asset Class Return Forecasts - Q2 2022 The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
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09/05/2022 • Central Banks Economy & Markets
3-4 May FOMC meeting: 50bp interest rate hike is bullish for markets Understanding the outcome of the May FOMC meeting and its market and implications
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09/05/2022 • Asset Allocation Shifts & Narratives
Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.
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06/05/2022 • Investment Outlook Central Banks
Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
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06/05/2022 • Investment Outlook Emerging Markets
Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
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