News & Insights

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By Investment Desk
Articles, Market Updates

Economic forecast: US optimism vs. European concerns

The economic performance in the US has been encouraging, with indicators pointing towards a soft-landing scenario – robust job growth, continuing support from fiscal policy, higher real income growth (largely a function of lower inflation) and a positive wealth impact (financial and housing assets). This has allowed consumer demand to hold up well and as […]

By Investment Desk
Articles, Market Updates

Navigating the year of transition

By Investment Desk
Articles, Market Updates

The Central Banks’ key role in this year of transition

By Investment Desk
Articles, Market Updates

2024: The Year of Shifts

By Investment Desk
Articles, Market Updates

Is China imploding or is the worst behind us now?

By Investment Desk
Articles, Market Updates

Consumer Outlook and Inflation Projections in the US Economy

By Investment Desk
Articles, Market Updates

“Higher for longer”: A warning or the new reality?

By Pau Morilla Giner
Market Updates

Note from the CIO 15.06.2023

By Investment Desk
Market Updates

The inflation conundrum

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