DELBO' Debora

Monthly Cross Asset 2.06.2021 First quarter 2021 results: a far better-than-expected rebound that au...

Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven...

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Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyc...
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Given the context, Q4 2020 corporate earnings proved resilient.

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Monthly Cross Asset 1.12.2020 Q3 2020 reporting season surprised on the positive side
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Q3 2020 reporting season surprised on the positive side

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Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing cen...
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The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment fo...

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Asset Class Views 5.08.2019 Global Asset Class Spotlights Top Down Quarterly Assessment - Q3 2019
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Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.

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Asset Class Views 29.04.2019 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q2 201...
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Market recovery in Q2 closed fundamentals mispricing

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Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.03.2019 Emerging Markets Charts & Views - Seek opportunities, but be aware of ...
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Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see oppor...

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Asset Class Views 27.02.2019 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q1 201...
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Markets overshoot on the downside and reset at lower levels

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Asset Class Views 27.11.2018 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q4 201...
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Financial risk to dominate cyclical risk

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