Coffee Break
Coffee Break - Digesting monetary policy divergence
Investors will watch whether the US-Iran 60-day diplomatic window evolves into a durable peace agreement or merely a longer ceasefire.
ESG, SRI, Equities, Ken Van Weyenberg
The environmental transition enters its capex era
Why the environmental transition is fuelling the next boom in energy, industry and resources
Fixed Income, Monthly Coffee Break
Improving economic surprises
We move our view on US duration from neutral to a modest positive grade, implemented through the front end of the curve.
Asset Allocation, Monthly Coffee Break
Insatiable
Growth is slowing. Consumers are becoming more selective. Yet demand for strategic assets continues to accelerate.
Equities, Monthly Coffee Break
Resilient earnings and support from AI
European equities have risen since our last Equity Committee in May, driven by fading Middle East geopolitical risks.
Alternative Investments, Monthly Coffee Break
Strong markets, uncertain horizons
May was defined by resilient global activity but rising macro uncertainty.
Coffee Break
Coffee Break - The Art of the Deal
On top of the US-Iran negotiations, investors will focus on central banks, with decisions due from the Fed under Kevin Warsh, the BoJ, the BoE and the Banco Central do Brazil, among others.
Paulo Salazar, Emerging Markets, Equities, Geopolitics
De-escalation reinforces the case for emerging markets
The US-Iran framework deal announced on Sunday and the broader de-escalation that it offers reinforces a macro backdrop that should be attractive for emerging markets (EM). We believe that if this agreement succeeds, the potential for lower geopolitical risk, softer oil prices, easing inflation pressures and a weaker USD provide a constructive environment for EM.