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Outlook
News found: 77
Global Outlook
The year of the Leopard
In 2026, we expect the US to avoid recession, while the Eurozone and China will remain dependent on planned stimulus and fiscal plans. Inflation will converge toward target on both sides of the Atlantic, while in China it will remain below target. In this context, we are moderately constructive on bond markets and positive on equity markets.
01.12.26
Macro Outlook
DIDN’T MISS MUCH
12.12.25
Rates strategy
Stiff steepening
Government bond curves continue to steepening in 2026
12.12.25
Equity strategy
High January
12.12.25
Investment Outlook
DON’T LOOK BACK IN ANGER
12.12.25