
ECB QE Monitor - April 2021
Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
DiscoverAs the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.
More > 10 minutesMedium to long-term scenarios and return forecasts
More > 10 minutesAs the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320.
More > 10 minutesUS election outcome: At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213 (270 to win).
More < 5 minutesSince our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting low r...
More < 5 minutesContraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment
More 5 to 10 minutesAll signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different uncerta...
More < 5 minutesCrises create disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape.
More > 10 minutesIn our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including an econom...
More < 5 minutesProfessional investors are Professional investors of the European Union, as defined as inEuropean Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland isconcerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertisingunder the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition ofqualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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