Inflation pressures may well have fallen as we near the end of 2023, but at times it can seem like they’re the only thing trending in the right direction.
A juggernaut that’s losing momentum or just refiring its engine?
Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In our just released Investment Outlook for 2024, we expect a global slowdown, with Emerging Markets set to remain more resilient compared to Developed Markets (DM).
The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.
This paper is the concluding section of a thematic paper series on biodiversity, resulting from the discussions we had during meetings dedicated to biodiversity engagement with various companies in the pharmaceuticals and chemicals sectors.
This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies.
Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.
Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
Discover our 10-year asset forecasts and gain insights into how recent global events are shaping economic and investment landscapes.
