5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cautious Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
1/07/2019 Portfolio Strategy Emerging Markets: Vulnerability and contagion risks... Fragile vs. anti-fragile countries This article is aimed at analysing contagion within the emerging world in the past decades
1/07/2019 Portfolio Strategy How to differenciate emerging countries? New approaches for classification and typology Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder...