Global Outlook 2022 | Bullish - selectively

Positioning in the rise of the global hydrogen economy

26:16

Global EV readiness: Who’ll take charge

24:32

Natural capital: Growing stronger roots in 2024

19:10

Climate adaptation readiness: A world of greater macro uncertainty

25:37

AI: What could it mean for Emerging markets?

09:23

US: Q4 frost warning - consumer cold front moving in

11:00

Physical climate risk: Enhancing shock absorbers

13:44

H2 consumer outlook: Savings-slasher, Christmas-crasher

10:32

Disinflation and easing cycle in Mexico

08:57

ECO data are hot, lending conditions are not … what it means for the Fed

10:39

Sustainable water: From trickle to torrent

16:24

Real estate amid rising rates: Still correcting

05:38

A South African Pandora’s Box

08:47

LatAm FX and local rates outlook

03:11

Sustainability unearthed: May

10:57

The good, the bad, the ugly…and the pause

10:29

EM food inflation: Menu of unappetising policy choices

10:14

EU competitiveness boost from green industrial policy

09:36

Q&A: Implications of global banking uncertainty on China

06:48

Eurozone: Tight labour market means more work for ECB

05:09

What changed for Banxico after the financial turmoil?

04:54

Corporate climate transition: Bright ambitions, grim reality

10:21

An ESG take on the Inflation Reduction Act

13:02

Greening the ECB bond portfolio

11:00

Biodiversity: From theory to practice

09:04

ESG bond market in 2023

10:16

COP15: A moment to re-tune

13:30

COP27 – did it deliver?

08:04

What to expect for COP27

07:26

US Midterm preview: Republicans, Recession…and 2011 all over again?

11:48

Addressing biodiversity in the equity market

13:12

Biodiversity: The price and value of natural capital

08:10

Climate and inflation: Hotter prices for a cooler planet

09:42

Egypt: Frontier (and liked) market faces funding pressure

09:13

Inflation in Latam: The case of Brazil

04:41

USD: What goes up…

03:35

Inflation in Latam: The case Colombia

06:01

Inflation in Latam: The case Argentina

07:30

Inflation in Latam: The case Mexico

08:00

European Equities: Buy in May and go away?

05:05

China: Impact of RMB weakness on equities

05:06

Impacts of Russian oil and gas disruptions to the EU

06:44

The world after the war

04:53

Which Rates matter for FX?

03:25

Presidential election in France: Mind the gap

05:24

Bank of Japan: How to deal with a very weak yen

04:53

USD: Downside risk from cross-border flows

04:55

Navigating China’s macro uncertainties (2): FX and rates outlook

05:53

European fiscal policy: A cushion against the storm

05:17

Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwinds

05:59

Russia-Ukraine conflict – the impact on nickel

04:43

European equity strategy outlook.

05:51

Eurozone growth, inflation and policy

04:41

Sanctions on Russia: Impacts on the globe

05:55

Supply chains, what’s in store for 2022?

04:47

Fed tightening cycles and their impact on the USD

04:30

Eurozone wages: The calm before the storm

05:06

OPEC+ sticks to the agreement but it might be losing its relevance

02:49

Russia-Ukraine conflict: Implications for commodity markets

05:18

Covid-19: Omicron solidifies move away from lockdowns

06:23

Credit markets – the cycle is turning down

05:18

The EU Taxonomy review: the impact of including natural gas and nuclear power

06:21

The fiscal-cliff illusion

06:31

European Equity outlook - preparing for lift off

04:30

Fed: Fast Policy Exit

05:22

Central banks: December’s hawkish drift

05:07

Central Banks: 2021 grand finale

08:27

Omicron: new variant, old template

04:57