Investment Institute
Market Views

Annual Outlook

We analyse the trends and topics which we believe will shape the coming years.

Annual Outlook

Canada Outlook – Sticky core inflation challenges Bank of Canada

Annual Outlook

Long term rates and debt evolutions, both in the US and in Europe

Annual Outlook

Eurozone Outlook – Mind the return of market discipline

Annual Outlook

Emerging Markets Outlook – living on the (dollar) edge

Annual Outlook

Outlook Summary – Slowing mid-cycle, not crashing end-cycle

Annual Outlook

Equity Outlook – Thriving in the mist

Annual Outlook

Japan Outlook – The Bank of Japan's year

Annual Outlook

Investment Strategy Outlook – Modest growth, modest returns

Annual Outlook

Japan outlook – Recovery appears set to continue

Annual Outlook

Outlook 2022: The shifting electoral landscape