DEFEND Monica

2021-04-US-dollar-Slider
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Insights Paper 2.04.2021 Dollar: short-term bull, medium-term dull?
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As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.

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2021.03 - TP- Climing the hill-Slider
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Asset Class Views 12.03.2021 Asset Classes Views: Climbing the hill
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Medium to long-term scenarios and return forecasts

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2021-02-cross asset header
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Monthly Cross Asset 12.01.2021 2021 Global Outlook Reassessed
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As the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320.

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Investment Talks 4.11.2020 US election: no winner yet, markets moving from a Blue Wave to a possi...
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US 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).

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Asset Class Views 30.10.2020 Asset Class Return Forecasts - Q4 - 2020
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Since 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...

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Monthly Cross Asset 2.10.2020 Contraction > recovery > late cycle: the cycle round trip is confirmed...
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Contraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment

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Asset Class Views 10.08.2020 Asset Class Return Forecasts - Q3 - 2020
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All 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...

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Thematic Paper 20.07.2020 The day after #10 - Rethinking the macro and cross-asset research: wha...
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Crises create disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape.

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Asset Class Views 18.05.2020 Asset Class Return Forecasts - Q2 - 2020
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In 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...

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