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Global Investment Views 28.07.2021 Global Investment Views - August 2021

The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and co...

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Investment Outlook 28.06.2021 H2 2021 Investment Outlook - Inflation blows on markets, and investors...

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.

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Global Investment Views 22.06.2021 Global Investment Views - July 2021

The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy. Although we view the outlook as generally posi...

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Insights Paper 8.06.2021 The inflation moment - Strategies to protect portfolios from inflation...

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...

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Shifts & Narratives #5 - Regime shifts
Thematic Paper 8.06.2021 Shifts & Narratives #5 - A unique crisis that opens the way to multipl...

The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unpreceden...

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Global Investment Views 26.05.2021 Global Investment Views - June 2021

Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is ta...

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Global Investment Views 21.04.2021 Global Investment Views - May 2021
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April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward...

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Thematic Paper 9.04.2021 Shifts & Narratives #1 - Do not give up on fundamental valuations
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Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio constru...

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Global Investment Views 8.04.2021 Global Investment Views - April 2021
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Bubbles, tantrums and the revenge of value

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