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So many opportunities and challenges in more than 60 countries to tackle in collaboration with almost 80,000 employees speaking 30 different languages. 

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Insights and Events

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Market Compass Jan. 2019

15/01/2019

Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

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Subdued 2019 returns despite lower stock valuations

10/01/2019

In 2018 stock markets have on average declined, yielding negative total returns (TR, -8.2% for the MSCI World) and missing our expectations for a rebound in Q4 2018.

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Leveraging on “Made in China 2025”

03/01/2019

Since its access to the WTO in late 2001, China has seen a stellar rise of its economy, managing to raise its nominal GDP eight-fold and to become the largest export economy in the world.

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Events

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