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Take risk, take credit
Economies grow over time and investors get paid for taking market risk. Equities and credit have rewarded investors over recent years – even with the adjustme...
Latin America: A new frontier for ESG-driven investors
An introduction to ESG-based investing in Latin America countries including Mexico, Chile, Peru, and Colombia.On a global scale, investments based on Environmen...
Exploring a Miracle
In the US, strong growth combined with further disinflation has raised the credibility of a very rare occurrence: a painless landing. In the Euro area, Christin...
An evolving consensus
No recession, lower inflation and stable-to-lower interest rates. That’s the consensus for 2024. It’s adapting, largely due to the resilience of the US econ...
Postcard from Davos
Key pointsA better managed US-China rivalry comes as a relief – but not enough to spur strong optimismThe US elections as a key conversation topic Lagard...
Probing the “Last Mile”
Key points Geopolitical risks re-emerge to potentially derail the dampening of global inflationary forcesThe US December inflation print was not all good n...
Risk Asymmetry
Markets don’t budge on their aggressive pricing of the policy trajectory for the Fed and the ECB despite the absence of “lights flashing red” which would...
América Latina - El crecimiento tocará fondo en 2024
Puntos clave Gracias a los buenos resultados de Brasil y México, el crecimiento regional en 2023 superó las expectativas, pero es probable que pierda fue...
Perspectivas 2024: El crecimiento mundial se reduce, pero los bonos se perfilan para fuertes ganancias potenciales
Puntos clave:Para 2024 esperamos un menor crecimiento, una inflación más baja y una limitada reducción de las tasas de interés. Prevemos que el crecimiento...
¿Cómo analizar las mejores opciones de inversión en biodiversidad?
En un mundo donde la conciencia ambiental y la responsabilidad social están en constante aumento, la importancia de la biodiversidad y la necesidad de preserva...
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