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Global Investment Views 25.11.2021 Global Investment Views - December 2021

Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.

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Thematic Paper 24.11.2021 Shifts & Narratives #12 - ESG is not a given, the battle for data has just begun

ESG (environmental, social, and governance) investing has been making news headlines recently.

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Investment Outlook 17.11.2021 2022 Investment Outlook - Investing in the great transformation

As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive growth model.

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Insights Paper 12.11.2021 A new dawn for Europe? Strategies for investing in European assets

The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which are progressing at a strong pace.

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Global Investment Views 27.10.2021 Global Investment Views - November 2021

Like it or not, the alignment of the planets regarding inflation will last for a while.

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Thematic Paper 15.10.2021 Shifts & Narratives #10 - China is finally emerging from the US’s shadow

Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones.

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Thematic Paper 1.10.2021 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.

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Global Investment Views 30.09.2021 Global Investment Views - October 2021

Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI).

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Investment Talks 24.09.2021 China in the spotlight: what markets should look at

Evergrande: not a systemic risk, but a wake-up call in an over-indebted world. Over the past days, financial markets have been shaken by the Evergrande saga – China’s second largest property developer – which is facing difficulties in servicing its huge debt pile.

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