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Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Canada Outlook – Sticky core inflation challenges Bank of Canada
- by David Page
- 30 November 2023 (5 min read)
US Outlook – Avoiding recession leaves little space for easing
- by David Page
- 30 November 2023 (5 min read)
China Outlook – Short-term reprieve, long-term challenges
- by
- 30 November 2023 (5 min read)
Eurozone Outlook – Mind the return of market discipline
- by François Cabau, Hugo Le Damany
- 30 November 2023 (5 min read)
Investment Strategy Outlook – Modest growth, modest returns
- by Chris Iggo
- 30 November 2023 (7 min read)
Long term rates and debt evolutions, both in the US and in Europe
- by Olivier Blanchard
- 30 November 2023 (7 min read)
US outlook - Mild recession to see inflation fall
- by David Page
- 01 December 2022 (7 min read)
Investment Outlook – Positive but tempered return expectations
- by Chris Iggo
- 01 December 2022 (7 min read)