Economic Insights

Taking the pulse of 18 global sectors across the world

While activity and capital markets have probably bottomed out, we expect sluggish growth ahead on the back of long-lasting structural adjustments. We cut our GDP growth forecast to +5.3% in 2023 What to watch: Peak in ECB key rates, uptick in energy prices in Q4 and companies feeling the pinch from waning demand and still-high WCR

In this report, we look at three options: private assets, sector and geographical diversification.

Over the past couple of months, the US, Europe, China, and other countries in Asia have been faced with record high temperatures. Climate change will increase the frequency and intensity of extreme hot weather, making heat waves, droughts, and wildfires the “new normal”.

Metals and critical minerals such as lithium, cobalt and nickel are crucial for the green transition.

What to watch: Public debt amid lower inflation, further rising interest rates in the UK and the start of monetary easing in Latin America

There is a persistent financial literacy gender gap

The Fed has contributed to lowering inflation by cooling aggregate demand growth and keeping inflation expectations anchored.

Will surging travel prices wash out Southern Europe's all-important summer season?