insights.

explore insights
Does Europe’s second wave cast doubt on the speed of its recovery?

The global pandemic experience is diverging as Asia’s industrialised economies recover and Europe imposes new public health measures. A hit to European growth in the fourth quarter is inevitable, mitigated by continued policy support.

A Democratic sweep could sweep USDCNY off its feet
investment insights

A Democratic sweep could sweep USDCNY off its feet

A full Democratic victory in the November US elections would push the US dollar lower. Discover our latest currency insights in the October FX Monthly.

Global energy at a tipping point
investment insights

Global energy at a tipping point

Slowing demand for oil and gas during the pandemic is accelerating the shift in global energy supply with an opportunity to re-price carbon and encourage the transition to alternative fuels. 

What can investors expect in Q4 2020? A more normal pace of recovery
As the global recovery is entering a new phase, our experts share their macro insights, asset allocation perspectives and forex views for the months to come.
Investing in natural capital for better returns
investment insights

Investing in natural capital for better returns

Our wasteful economic model depends on natural capital. To build a circular, lean, inclusive and clean alternative, we must go further and invest in existing and evolving technologies.

The Need for a New, New Deal
investment insights

The Need for a New, New Deal

The responses of governments to the pandemic are a potential game changer. Opportunities to finance public infrastructure and sustainable technologies are increasing with the rising economic role of the state.
Global Investment Strategy Q4 2020: Fragile recovery as US elections loom

What can investors expect in the final quarter of 2020? While vaccine news intensifies, markets will also scrutinise the US election. We see major differences in how a Democrat or Republican victory could affect the macroeconomic climate and markets. Discover more with CIO Private Bank Stéphane Monier and Chief Economist Samy Chaar.

Covid vaccines; an economic shot in the arm
investment insights

Covid vaccines; an economic shot in the arm

The first global pandemic in a century has left deep economic wounds that can only be fully healed with a vaccine. We expect a breakthrough as early as this year. 

???template.insights.loader.img-alt???