![2021.09 - Stakeholders in the Just Transition n°3 - Slider-1390x467](/sites/default/files/styles/583x300/public/2021-09/2021.09%20-%20Stakeholders%20in%20the%20Just%20Transition%20n%C2%B03%20-%20Slider-1390x467.png?itok=NsvmaqCi)
![2021.09 - Stakeholders in the Just Transition n°3 - Slider-1390x467](/sites/default/files/styles/583x300/public/2021-09/2021.09%20-%20Stakeholders%20in%20the%20Just%20Transition%20n%C2%B03%20-%20Slider-1390x467.png?itok=NsvmaqCi)
10/09/2021
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ESG
Stakeholders in the Just Transition - N°3 Territories and local communities
This third article in our series entitled «Stakeholders in the just transition» highlights the need for financial institutions to integrate the concerns of territories and local communities into their Just Transition strategies.
![2021.09 - slider this month's topic](/sites/default/files/styles/583x300/public/2021-09/2021.09%20-%20slider%20this%20month%27s%20topic.png?h=59541118&itok=O8y4d-wO)
08/09/2021
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Investment Outlook
Asset Allocation
Special Europe: investing in the recovery
As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.
![2021.09---slider-thematic-1](/sites/default/files/styles/583x300/public/2021-09/2021.09---slider-thematic-1.png?h=59541118&itok=KxDGHIB0)
08/09/2021
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Investment Outlook
Fixed Income
HY default rates: recent and expected trends
Persistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.
![2021.09---slider-thematic-2](/sites/default/files/styles/583x300/public/2021-09/2021.09---slider-thematic-2.png?h=59541118&itok=zyU-g6yy)
08/09/2021
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Investment Outlook
Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?
The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women. We discuss below these various factors of market fragmentation in the largest Eurozone countries.
![2021.09 - slider this month's topic](/sites/default/files/styles/583x300/public/2021-09/2021.09%20-%20slider%20this%20month%27s%20topic.png?h=59541118&itok=O8y4d-wO)
08/09/2021
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Investment Outlook
Asset Allocation
Special Europe Q&A: You asked, we answered
As a complement to the Special Europe report, we try to answer some of the key questions often asked.
![Cross-Asset.jpg](/sites/default/files/styles/583x300/public/2022-03/2022-CROSS%20ASSET%20GettyImages-993313430.jpg?h=31b6ea7b&itok=4AeMrK7S)
07/09/2021
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Investment Outlook
Cross Asset Investment Strategy - September 2021
Find the latest edition of our Research team's monthly publication.
![2021.09-Post-Covid-19-Real-Asset-slider](/sites/default/files/styles/583x300/public/2021-09/2021.09-Post-Covid-19-Real-Asset-slider.jpg?h=59541118&itok=9hKnVucB)
06/09/2021
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Real Assets
ESG
Real assets favoured in a post-Covid-19 world, but higher fragmentation requires scrutiny
While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations. The crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.
![Global-Investment-Views.jpg](/sites/default/files/styles/583x300/public/images/2021-01/Global-Investment-Views.jpg?h=4c8f8cc6&itok=pBKpFjz1)
01/09/2021
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Investment Outlook
Global Investment Views - September 2021
Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe.
![2021.08-Real-Estate-Slider](/sites/default/files/styles/583x300/public/2021-08/2021.08-Real-Estate-Slider.jpg?h=59541118&itok=pbdSGP-d)
23/08/2021
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Real Assets
ESG
European commercial real estate: play the re-opening with quality assets
The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive.