2023 Top 500 ranking: 8
It has been 10 years since the collapse of Lehman marked the beginning of the Great Recession, which threw the global economy into its deepest economic crisis since the 1930s.
This is the time for assessments. In our view, the legacy of the crisis appears as four paradoxes, with short- and long-term consequences for the global economy and financial markets.
Read the complete white paper at the link beneath Related Links
”As long as inflation is not resurging, better growth should support equities. We favour a diversified*global approach and selective stories, such as India.”
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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