U.S. Economic Outlook

By: Christian Scherrmann

Inflation and the economy on the move

Diminished expectations, if only in Europe

It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.

The return of inflation?

By: Martin Moryson

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?

U.S. Economic Outlook

By: Christian Scherrmann

Remain complacent – but only about monetary policy, not the pandemic

Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

Focus | From "fad" to fact

Joe Biden’s inauguration looks increasingly likely to mark a sea change for sustainable investing. This could have lasting implications well beyond U.S. shores.