Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
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Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
In our latest Roundtable, “Finding opportunities in a global downturn”, Javier Corominas, Director of Global Macro Strategy, examines why we...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
