2023 Top 500 ranking: 8
Risk Factors
The table within the article presents risk factors with judgmental probabilities (i.e. not market based). It also develops the possible market impacts.
Macroeconomic Context - Our convictions and our scenarios
This section provides a reminder of our central scenario and alternative scenarios
Macroeconomic picture by area
An overview of the macroeconomic outlook for world’s major economic regions
Read the complete white paper at the link beneath Related Files
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
Equities have performed very well in the first quarter of the year. Where do we go from here?
A false sense of security as the economic cycle appears to be returning to ‘normal’. It’s not.
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