12/02/2024 Economy & Markets Japan equity: top performer in 2023; remains attractive option for 2024 Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but major instability unlikely Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implications Understanding the latest UK budget and its main political, social and market implications
12/09/2022 Economy & Markets Q2 earnings season – strong results helped support the summer rally The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.
3/06/2022 Equity A look under the surface of the first quarter earnings season The excellent results of the first quarter also conceal weaknesses.
1/10/2021 Portfolio Strategy Shifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.
28/04/2020 Equity Covid-19 will redesign sector opportunities amid gradual normalisation and focus on earnings The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.
8/01/2020 Equity Time for a flight to cyclical value in European equity When we look fundamentally at the risks and rewards in equity markets for 2020, we find that value offers better opportunities than growth as implied...
14/11/2018 Economy & Markets What lies ahead for the US economy and markets? The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.
20/09/2018 Equity European Equity: Combining value and quality in this new market phase We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...