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The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
Market Views Equity Global Equity
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
5 December 2023
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Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
4 December 2023
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Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
29 November 2023
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Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
27 November 2023
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Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
22 November 2023
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US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
20 November 2023
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Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
13 November 2023
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US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
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US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
6 November 2023
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US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
30 October 2023
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US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
23 October 2023
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