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The EU sets recovery sights beyond climate change
investment insights

The EU sets recovery sights beyond climate change

The EU’s seven-year budget changes the paradigm for climate change as the bloc sets its sights on pandemic recovery through global green leadership.

Fine-tuning our bearish dollar forecasts
investment insights

Fine-tuning our bearish dollar forecasts

The dollar’s depreciation looks fundamentally justified with further to run. We set out our G10 FX forecasts as we refine our latest thinking on a range of recent developments. 

EU recovery package adds firepower to economic arsenal
investment insights

EU recovery package adds firepower to economic arsenal

The EU’s recovery fund overturns some entrenched attitudes to debt and lending while marking an historic step forward in the bloc’s ability to coordinate a fiscal response to an economic emergency.

Euro breaking free from political hurdles
investment insights

Euro breaking free from political hurdles

The euro is set to appreciate in an improving political and fiscal context. Meanwhile, the structural US dollar downtrend is unfolding as the global economy starts to heal.

The case for holding gold
investment insights

The case for holding gold

Gold is trading near historic highs. In this persistently low-to-negative yield environment, we have added the precious metal to our strategic asset allocation as a diversifier and portfolio hedge.

Reinventing the German economy in a post-Covid world
investment insights

Reinventing the German economy in a post-Covid world

As Germany takes EU presidency with big ambitions for the bloc, its own economy needs a model fit for a post-Covid world. Old traditions have already given way to massive government spending.

Global Investment Strategy Q3 2020: A start to economic healing
The pandemic is still with us, and there’s no alternative to portfolio resilience in the face of fresh challenges. But the time for economic healing has come. Discover our latest insights on the recovery & how we position portfolios for the short-term challenges whilst investing for long-term opportunities.
Food, poverty and Covid-19
investment insights

Food, poverty and Covid-19

The logistics of supplying food around developed markets proved resilient during the pandemic. Poorer nations are not only still struggling with Covid-19, but threatened with rising levels of hunger.

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