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  1. Global CIO video: "The first half was all about the strength of the economic recovery."

    Global CIO video: "The first half was all about the strength of the economic recovery."

    While many of us may be looking ahead to a summer break, we are also looking back on a successful, albeit eventful, first half of the year. Against a backdrop in which the economic recovery withstood further waves of the coronavirus pandemic, but in line with our expectations, financial markets delivered solid returns.

  2. Effects of COVID on household wealth

    Effects of COVID on household wealth

    Our Global Wealth Report 2021 looks into the impact of the COVID-19 pandemic and the response of policymakers on global wealth and its distribution. The analysis shows continued wealth growth; nevertheless, bearing in mind the widespread economic disruption, household wealth and macroeconomic indicators seem to be on different trajectories.

  3. Global CIO video: "It is unlikely that the US economic recovery will end anytime soon."

    Global CIO video: "It is unlikely that the US economic recovery will end anytime soon."

    As we know very well, the pandemic has not only upended many areas of life, but also led to extremes in financial markets and economic data. The former have seen volatility pick up in recent weeks, and the latter have been highly erratic.

  4. Global CIO video: "This bout of inflation is likely to be transitory."

    Global CIO video: "This bout of inflation is likely to be transitory."

    As the world recovers from COVID-19, investors are no longer as worried about the pandemic as a few months ago. New concerns have moved center stage, including a spike in inflation, particularly in the USA.

  5. Global CIO video: "A lot of good news is priced in"

    Global CIO video: "A lot of good news is priced in"

    In a brief span of time, investors went from being concerned about inflation and rising bond yields to regaining confidence in the strong growth outlook amid supportive financial conditions and rising earnings estimates.

  6. Understanding central bank digital currencies

    Understanding central bank digital currencies

    In our latest podcast, Brian Blackstone catches up with economist Maxime Botteron to discuss the outlook for central bank digital currencies.

  7. Global CIO video: "The yield move has been orderly and appropriate"

    Global CIO video: "The yield move has been orderly and appropriate"

    In the USA, rapid progress with vaccinations and substantial additional fiscal stimulus has led to a sharply improved growth outlook, lifting government bond yields there as well as globally.

  8. Global CIO Video: "The markets are liquidity driven"

    Global CIO Video: "The markets are liquidity driven"

    Progress on the COVID-19 front has been slow and bumpy, with many Western economies still stuck in more or less stringent lockdowns. Indeed, we expect the ongoing restrictions to lead to a soft patch in economic activity this quarter.

  9. Global CIO Video: "There is still positive total return potential for equities"

    Global CIO Video: "There is still positive total return potential for equities"

    Equity markets began the new year much like they had ended the old one, heading higher.

  10. Top 5 economic takeaways for 2021

    Top 5 economic takeaways for 2021

    In our latest podcast, Brian Blackstone catches up with Credit Suisse's Chief Economist James Sweeney and Chief European Economist, Neville Hill on the economic outlook for 2021.