In the following pages, we provide investors with some guidelines for portfolio construction, depending on different inflation scenarios. Implications for investors will be, in particular, in…
According to the investment outlook, we put together an asset allocation that takes into account the latest macroeconomic updates, specific risk profiles and reference currencies. Our most recent…
Interest rates, employment, and fiscal policy – whichever the macroeconomic factor influencing growth, none seems to be attracting as much attention as the issue of tariffs and trade. Midway through…
