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Key pointsThe global economy is expected to slow down, while inflation and financial conditions are expected to ease further - but the pace and impact on levera...

Key points:Transition to zero emissions is happening much faster than many predict - mainstream forecasters consistently underestimate its paceThey get the futu...

Key points:Global economic growth is likely to remain subdued in 2024, with some pick-up in 2025Given bond yields have risen to multi-year highs, fixed income h...

Key points:Large-cap companies provide access to global sources of revenueDiligent stock selection is crucial to identify long-term growth potential during peri...

Key points:For investors who wish to exclude CCC and below rated assets, but still want to include high yield exposure in their asset allocation, a B/BB approac...

COP 28 is taking place against a background of emerging “decarbonation backlash”. Taking stock of the latest wave of the EIB’s Climate Survey, we explore...

Key points:Rates are likely to stabilise as disinflation takes hold but oil could still be a headwindCurrent yields offer attractive entry points for euro credi...

I’m not going to go on about the great bond rally we enjoyed in November. After all, I got it wrong during the third quarter (Q3) when the US economy boomed a...

Key pointsFollowing 2023’s resilience, we expect global growth to slow in 2024 – this should be a mid-cycle adjustment, not an end-of-cycle collapse. 2025 s...

Key points:For 2024 we expect lower growth, lower inflation and limited interest rate easing. We forecast global GDP growth reaching 2.8%, down from an expected...