Equity market

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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Why investors should look at Indian assets
Insights Paper 6.04.2021 Why investors should look at Indian assets
125

Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

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Monthly Cross Asset 3.03.2021 All bubbles are not equal
205

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some.

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Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyc...
30

Given the context, Q4 2020 corporate earnings proved resilient.

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Monthly Cross Asset 2.02.2021 2021 investment case in equities and how Japan fits into it
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Although the global recovery began to be priced in last year

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Investment Talks 5.01.2021 A thin and last-minute Brexit deal should give temporary relief to UK ...
41

The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs...

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Monthly Cross Asset 1.12.2020 Q3 2020 reporting season surprised on the positive side
66

Q3 2020 reporting season surprised on the positive side

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Monthly Cross Asset 1.12.2020 Big Tech at the crossroads...
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Big Tech’s stock market performance has become more hesitant.

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Working Paper 2.11.2020 Corporate ESG News and The Stock Market
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Corporate ESG News and The Stock Market

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