Asset allocation 1 September Asset management

An economic recovery appears to be gathering pace: emerging market stocks and some cyclical sectors look more attractive

Macroeconomy Wealth management

Fed chairman signals toleration for higher inflation beyond traditional 2% target

Megatrends Asset management

China is well placed to lead a reinvigorated digital revolution in the post-Covid world

Fixed income Wealth management

With nearly a trillion euro of bonds potentially in issue by 2024, the EU has created a deep, liquid and highly investable market

Megatrends Asset management

For Nestlé, putting sustainability at the heart of business is a long and complex process but a rewarding one

Asset allocation Asset management

Europe appears in better shape than the US; we raise consumer staples to overweight and cut financials

Macroeconomy 5 August Wealth management

In light of high frequency data and following the Q2 GDP report, we are revising our euro area GDP forecast

Market insights 4 August Wealth management

For the 10-year Treasury yield, our central scenario is for it to remain low well into 2021