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Our latest regular features, outlooks and reports

Talking Heads

Talking Heads – ‘Time to be serious about climate action financing’
Forward thinking | Podcast – 15:14 MIN

Talking Heads – ‘Time to be serious about climate action financing’

Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of…

THIBAUD CLISSON
+1 other(s)
| 25.09.2023
Talking Heads – Picking European stocks that have quality
Portfolio perspectives | Podcast – 16:07 MIN

Talking Heads – Picking European stocks that have quality

What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European…

VALéRIE CHARRIèRE
+1 other(s)
| 18.09.2023
Talking Heads – Ongoing tailwinds favour European financials
Portfolio perspectives | Podcast – 15:02 MIN

Talking Heads – Ongoing tailwinds favour European financials

At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the…

JEROEN KNOL
+1 other(s)
| 11.09.2023

Weekly Market Update

Weekly Market Update – Paying the piper
WEEKLY
MARKET UPDATE 24.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – Paying the piper

Massive US government fiscal stimulus has supported household consumption and business investment, but at the cost of higher interest rates....

DANIEL MORRIS
| 24.08.2023
Weekly Market Update – A bull in a ‘China shop’
WEEKLY
MARKET UPDATE 17.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – A bull in a ‘China shop’

Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the...

CHI LO
| 17.08.2023
Weekly Market Update – Big swings in long bond yields
WEEKLY
MARKET UPDATE 10.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – Big swings in long bond yields

Economic growth and inflation are slowing, developed country central banks are nearing the end of their tightening cycles, and some...

NATHALIE BENATIA
| 10.08.2023

Monthly Asset Allocation

Asset Allocation Monthly – Complacent? Not us
Portfolio perspectives | White paper - 5 Min

Asset Allocation Monthly – Complacent? Not us

Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,...

MAYA BHANDARI
+1 other(s)
| 15.09.2023
Asset Allocation Monthly – No summer lull: The time for bonds
Portfolio perspectives | White paper - 5 Min

Asset Allocation Monthly – No summer lull: The time for bonds

Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the...

MAYA BHANDARI
+1 other(s)
| 11.08.2023
Asset Allocation Video – A recession around the corner, or stagflation?
Portfolio perspectives | Video - 7:57 MIN

Asset Allocation Video – A recession around the corner, or stagflation?

Signals from fixed income and equity markets on the outlook and an answer to the question of recession or no...

MAYA BHANDARI
+1 other(s)
| 24.07.2023

Outlooks

Fixed Income Outlook – Shifting narratives
Portfolio perspectives | White paper - 10 Min

Fixed Income Outlook – Shifting narratives

Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun...

OLIVIER DE LAROUZIERE
+1 other(s)
| 21.07.2023
Fixed income outlook - Room for a pause in the UK
Portfolio perspectives | White paper - 2 Min

Fixed income outlook - Room for a pause in the UK

The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower...

OLIVIER DE LAROUZIERE
| 22.05.2023
Fixed income outlook - Eurozone regains some lustre
Portfolio perspectives | White paper - 2 Min

Fixed income outlook - Eurozone regains some lustre

We believe the European banking sector is fundamentally sound. Tighter regulation of banks than in the US suggests to us...

OLIVIER DE LAROUZIERE
| 15.05.2023

Setting out our progress towards a sustainable transition
ANNUAL
SUSTAINABILITY REPORT
Forward thinking | Article - 4 Min

Setting out our progress towards a sustainable transition

Our 2022 Sustainability Report[1] highlights our key achievements. These include our continued focus on integrating environmental, social and governance (ESG)...

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