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2021.06 - H2 2021 Investment Outlook - Slider-1390x467
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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Asset Class Views 7.05.2021 Asset Class Return Forecasts - Q2 - 2021

With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.

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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...

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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.

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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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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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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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