Global Alternatives Outlook

🕔19:58, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:31, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:28, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:25, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:22, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:18, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:16, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:01, 15.Jan 2020 Read Full Article

Global Alternatives Outlook

🕔19:00, 15.Jan 2020 Read Full Article
The 2020-2024 EM fixed income outlook

The 2020-2024 EM fixed income outlook

🕔15:28, 15.Jan 2020

Following another year of strong returns, Emerging Markets (EM) fixed income has outperformed developed bond markets by a significant margin over the past four years.  The outperformance is likely to continue in 2020, because EM fixed income remains attractively priced both in

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The Idea Multiplier: An acceleration in innovation is coming

The Idea Multiplier: An acceleration in innovation is coming

🕔14:37, 15.Jan 2020

About the Megatrends series Megatrends have accompanied humankind throughout history. From the Neolithic Revolution to the Information Age, innovation has been the catalyst for profound socioeconomic, cultural, and political transformation. The term “Megatrends” was popularized by author John Naisbitt, who

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔09:00, 15.Jan 2020

House View 2020 Outlook The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. We hold a House View Forum biannually at which the main issues and arguments are introduced, discussed and debated.

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Geopolitical risks on our 2020 radar

Geopolitical risks on our 2020 radar

🕔08:09, 15.Jan 2020

Weekly commentary  • The recent sharp escalation in U.S.-Iran tensions serves as a reminder of the potential for flare-ups in geopolitical risks as we enter 2020. • We see global growth stabilizing and gradually picking up over the next six

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Inflation climbing up

Inflation climbing up

🕔07:10, 15.Jan 2020

CEE Market Insights  This week in CEE Throughout the week, we will keep seeing inflation rate figures across CEE countries. In Hungary and Romania, we expect the headline number to land at 4.0% y/y in December, marking a visible increase

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