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Equities
Things look up for Chinese equities
Our 2023 outlook for developed markets equities
Our 2023 outlook for equity volatility
Our 2023 outlook for emerging-market equities
The Swiss equity market: not to be ignored
China: a time for active management
Our 2022 scenario for EM equities
Japan: a diversifier for equity portfolios
Macroeconomics
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French government collapses, what’s next?
Conflicts, elections, corrections: navigating the noise in financial markets
Weekly house view | Pentagon Leaks
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Our 2023 outlook for Switzerland
Europe faces a rare test of its energy resilience
Our 2023 forecast for the Chinese economy
Perspectives
César Pérez Ruiz shares his “3 on the 3rd” for August
House View, August 2022
House View, July 2022
César Pérez Ruiz shares his “3 on the 3rd” for July
The evolution of corporate governance best practice
House View, June 2022
House View, April 2022
César Pérez Ruiz shares his “3 on the 3rd” for March
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