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Monthly Cross Asset 7.11.2022 For the Fed, the impossible QT

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

More 5 to 10 minutes
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Insights Paper 7.05.2021 SPACs: Beyond exuberance, back to reality

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

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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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Monthly Cross Asset 30.03.2021 Next step for the Biden administration: the infrastructure package
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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.

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Thematic Paper 9.06.2020 The day after #6 - Inflation: persistent headwinds but a possible inflationary cocktail
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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.

More > 10 minutes
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Thematic Paper 26.05.2020 The day after #4 - Inequality in the context of the Covid-19 crisis
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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.

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Thematic Paper 11.05.2020 The day after #2 - Learn the rules like a pro, so you can break them like an artist
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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?”

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Thematic Paper 16.02.2018 The improvement of peripheral bonds' fundamentals has accelerated
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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).

More 5 to 10 minutes
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Thematic Paper 14.02.2018 Brexit: how the future trade agreement is going to shape UK financial assets
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This year will be crucial for the future of United Kingdom’s relationship with the European Union following Brexit.

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