As structural trends take place, different long-term economic scenarios emerge that will require investors to rethink their investment strategies.
BLANQUE Pascal - Group Chief Investment Officer
CIO Insights - Four investing paradigms for an era of regime shifts
In a market environment characterised by disruptive trends and possible regime shifts, asset managers need to evolve and to enhance their capabilities to understand, measure and factor these new trends into investment processes.
Economic Backdrop and Investment Scenarios: 2018 and Beyond - Resilient growth... but debatable market valuation
Global economic conditions are benign thanks to a highly accommodative monetary and financial environment while trade multipliers magnified the re-synchronisation of the global cycle, the recovery in global investments and corporate profits (and...
We think that recent events in the Middle East – in particular, the night of the long knives in Saudi Arabia and the resignation (then retracted) of Lebanese Prime Minister Saad Hariri – are pieces in the same jigsaw puzzle: the attempt to redr...