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    • Spotlight on Global Asset Classes Q3 2017

      The growth outlook is still benign: we confirm our global GDP growth forecast, at 3.5% for 2017, acknowledging better than expected world trade dynamics. The inflation outlook remains constructive although milder than anticipated and financial conditions around the world are favourable. The macro environment looks favourable for risk assets.
    • Multi Asset Outlook

      we believe that the global macroeconomic outlook will continue to remain positive in 2017. This will eventually allow a potential shift in emphasis from monetary to fiscal policy. We are constructive regarding risk assets and reiterate our positive stance on global equities that, in our view, should continue to perform well in a reflationary environment.
    • Spotlight on Global Asset Classes Q2 2017

      The growth outlook is benign: we have slightly revised up our global GDP growth forecast, now seen at 3.5% for 2017 thanks to a mild improvement in Developed Markets (DM). Inflation outlook is also improving thanks to narrowing output gap in a broad range of economies and a rebound for commodity and manufacturing prices. We remain constructive on risk assets, especially equities, that should benefit most from the reflationary scenario.