Economy & Markets

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Investment Talks 29.03.2021 European equity value has further to go in this cycle
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Initiated in April based on a cheap quality cyclical stock rebound, the value rotation in Europe has accelerated, favouring deep value names – the segment most ...

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Investment Talks 12.11.2020 France outlook
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In Q3 France posted a major surprise, with its 18.2% QoQ rise in GDP beating both consensus and our expectations, and leaving the French economy only about 4.0%...

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Investment Talks 21.10.2020 Time to reconsider US growth and value ?
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The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.

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Investment Talks 7.08.2020 Investing in the first in, first out theme: opportunities in Asia
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Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it,...

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Investment Talks 22.07.2020 EU agreement: a powerful answer that can lift further EU assets and ES...
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The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Mu...

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Investment Talks 20.05.2020 Focus on Italy: macroeconomic and fixed income scenario
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The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery;...

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Thematic Paper 6.05.2020 Emergency fiscal programs: no choice but to increase the (monetized) d...
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The large fiscal packages announced by governments to counter the virus crisis aim, so far, at stabilization more than stimulus. In addition to funding the emer...

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Investment Talks 17.04.2020 Coronavirus crisis: impacts and implications for emerging markets
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After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be buil...

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Investment Talks 10.04.2020 Playing the possible sequence of market normalization gradually and se...
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As the Covid-19 virus spreads, investors can assess the potential sequence of market opportunities that will emerge from the crisis.

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