Asset allocation 1 Septiembre Asset management

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

Macroeconomía Wealth management

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

Megatendencias Asset management

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

Renta fija 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

Megatendencias Asset management

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

Asignación de activos Asset management

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

Macroeconomía 5 Agosto Wealth management

A la vista de los datos de alta frecuencia y del informe de PIB del 2T, estamos revisando nuestras perspectivas para el PIB de la zona euro

Market insights 4 Agosto Wealth management

Rendimiento del bono del US Treasury a 10 años: nuestro escenario central es que se mantenga bajo hasta bien entrado 2021