2023 Investment Outlook - Some light for investors after the...
Must read articles
The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.5 to 10 minutes
SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.> 10 minutes
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.> 10 minutes
While the Biden administration has just successfully passed a $1900 bn stimulus package, attention will now turn to the infrastructure package that was included in Biden’s campaign promises.< 5 minutes
Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary context, inflation is often overlooked.> 10 minutes
For several years now we have argued that the social theme, and in particular the issue of social inequality, was becoming a major issue for various global economies and for investors, both institutional and retail. In this paper, we explain why and how we expect the COVID-19 crisis to accelerate this phenomenon in the months and years to come, and also present action levers for investors.> 10 minutes
Without a doubt, the coronavirus is shaking the financial industry like never before. This is not the first time the world has faced a pandemic of this scale, nor is the first time that policy makers, business leaders and pundits have asked: “Is it different this time around? Are we at a turning point?”> 10 minutes
Two events pushed down Eurozone sovereign spreads in 2017: the French presidential election in April & May, which dissipated investors’ fears about Eurosceptic movements, and the announcement on 26 October of a smaller-than-expected reduction in ECB’s QE for 2018 (monthly purchases lowered from € 60 bn to €30bn).5 to 10 minutes
This year will be crucial for the future of United Kingdom’s relationship with the European Union following Brexit.5 to 10 minutes
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