Elga Bartsch
Contributor since: 2018
Articles
Q2 2022 Global Outlook: Bracing For Volatility
Energy Shock, Fed Spur New Outlook
Ukraine War To Cut Growth, Up Inflation
Market View Of Rate Hikes Too Hawkish
Trimming Our Treasury Underweight
Rate Hikes: Sum Total Is Key, Not Timing
Thriving In A New Market Regime
Highlights Of Our 2022 Outlook
3 Investing Lessons Of 2021
Staying Invested Amid New Virus Strain
Inflation At Heart Of Our Outlook Forum
Corporate Earnings Beyond The Restart
A Lopsided Energy Transition
1970s Stagflation? It's The Opposite
Debt Ceiling Spat Takes A Breather
Why We Stay Pro-Risk
The Importance Of Getting Granular
Spotlight On Europe
2021 Midyear Outlook: Looking Beyond The Restart
Looking Through Near-Term Volatility
Death Of The Office? Far From It
A Taxing Question For U.S. Stocks
Fed Catches Up With Restart Reality
What Lies Beyond The Restart?
ECB - Keeping Up The Pace
Policy Revolution's Long Reach
Gauging Geopolitical Risks
Don't Be Surprised By Surprising Data
Mind The (Rate Expectation) Gap
Inflation: Beyond Near-Term Volatility
Why We Remain Pro-Risk
Why We Still Like Technology Stocks
Our Views On Chinese Assets
A Strong Restart, Not A Recovery
Leaning Further Into Cyclicality
Climate Transition: A Driver Of Returns
Downgrading Government Bonds
Why We Favor Tech And Healthcare
Valuation: Not A Worry For Now
The New Nominal Takes Shape