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Monthly Cross Asset 11.07.2022 The emerging markets hurdles

While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high inflation and tighter global financial conditions.

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Monthly Cross Asset 6.12.2021 Q3 earnings season: results better than expected but doubts remain about next year

Q3 21 results were generally well above expectations, which was not taken for granted given the bottlenecks and higher input costs. However, the 2022 consensus remained very cautious, with EPS forecasts at best equivalent to nominal GDP growth! Good surprises cannot therefore be ruled out.

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Monthly Cross Asset 8.09.2021 HY default rates: recent and expected trends

Persistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.

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Investment Talks 10.08.2021 Main themes for investing in Chinese equity over the summer and beyond

All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.

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2021.06  - Monthly Cross Asset - First quarter 2021 results
Monthly Cross Asset 2.06.2021 First quarter 2021 results: a far better-than-expected rebound that augurs well for the full year

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 phase in the equity market rally.

More 5 to 10 minutes
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Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyclical views
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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 central banks and an uncertain scenario
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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 for Emerging Markets (EM) assets.

More > 10 minutes
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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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