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02/07/2021 • Investment Outlook Economy & Markets
The price of self-sufficiency The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.
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02/07/2021 • Investment Outlook Emerging Markets
China’s demographic headwinds The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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02/07/2021 • Investment Outlook Real Assets
Housing boom: what are the consequences for monetary policy? Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. This is not (yet) a global housing boom. Indeed, indicators of overvaluation remain below those observed before the Great Financial Crisis (GFC) and are still very contrasted across regions.
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02/07/2021 • Investment Outlook
DM monetary policies are at a crossroads Central banks have put in place ultra-accommodative monetary policiesto support economies during the Covid crisis.
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02/07/2021 • Investment Outlook Emerging Markets
EM monetary policies normalisation as the low tide is getting higher The monetary policy conditions in the emerging markets are still definitely dovish.
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02/07/2021 • Investment Outlook
Cross Asset Investment Strategy - July 2021 Find the latest edition of our Research team's monthly publication.
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29/06/2021 • Economy & Markets
Banks in the post-Covid-19 world We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency, etc. Yet, the Greensill Capital bankruptcy, and the multibillions in losses plus dividend cuts, capital increases, and senior management layoffs at Credit Suisse -- following the Archegos debacle and the Wirecard accounting fraud -- bring back a bitter taste of past troubles.
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28/06/2021 • Investment Outlook
H2 2021 Investment Outlook - Inflation blows on markets, and investors need to act We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.
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14/06/2021 • Shifts & Narratives
Shifts & Narratives #7 - Opening the Pandora’s box of social risks: Consequences for investors The Covid-19 crisis can be considered a turning point for social issues: it has put global socio-economic inequalities in the spotlight and made them more concrete than ever before. It has also clearly shown the tragic effects, from an economic and societal perspective, that systemic shocks can have on unequal, non-resilient societies.
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