Economic Insights

Sep 20, 2024

What to Watch 20 September 2024

Increased retirement age in China, the green angle to the US elections and the economic impacts of German border controls

Sep 19, 2024

Fostering age inclusion at work to make companies demography-proof

The EU’s domestic working-age population is set to decline.

Sep 12, 2024

What to Watch 12 September 2024

And the Fed pivoted, BoE on pause, Poland’s fiscal risks and what happens once the US yield curve disinverts.

Sep 10, 2024

Long-run capital market returns in times of climate change

The materialization of physical climate risks is driving up disaster-related costs, which will ultimately translate into increased economic volatility, higher average inflation and lower real growth.

Sep 06, 2024

What to Watch 06 September 2024

ECB rate cut round two, Chinese equities feeling the heat and cooling commodity prices

Sep 04, 2024

Sector Atlas 2024: the outpriced, the outcasts and the outliers

Heavy political agenda to test global economic resilience once more.

Aug 02, 2024

What to Watch 02 August 2024

Eurozone GDP, light at the end of the tunnel for European real estate and an earnings season of what ifs

Jul 30, 2024

Sustainable ocean

Climate change poses significant risks to our planet, and the ocean is no exception.

Jul 25, 2024

What to watch 25 July 2024

Fed preview, EM currency outlook and Vietnam eyes the “market economy” prize