
14-15 June FOMC meeting: Fed becoming worried about inflatio...
The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
More < 5 minutesUnderstanding the outcome of the May FOMC meeting and its market and implications
More > 10 minutesDealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.
More > 10 minutesMacroeconomic Picture by area and Macro and Market forecast.
More < 5 minutesWe expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
More 5 to 10 minutesThe extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
More 5 to 10 minutesThe incumbent president’s re-election avoids an unpredictable political phase for France.
More 5 to 10 minutesWe keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
More < 5 minutesThe shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
More 5 to 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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