5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-Ukraine crisis Update on Ukranian crisis focusing on US economy and investment implications
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the shock Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...