2023 Investment Outlook - Some light for investors after the...
Must read articles
To avoid the worst climate change scenario, Greenhouse Gas (GHG) emissions should be reduced drastically during the next decades.> 10 minutes
In this paper, we intend to gain an understanding of the drivers of stock convexity, also known as gamma.> 10 minutes
Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose5 to 10 minutes
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.5 to 10 minutes
The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which are progressing at a strong pace.5 to 10 minutes
Evergrande crisis: Despite Evergrande paid the coupon due on September 23, just one day before the 30-day grace period deadline, the company's crisis is still unresolved.5 to 10 minutes
Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.5 to 10 minutes
The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.> 10 minutes
Evergrande: not a systemic risk, but a wake-up call in an over-indebted world. Over the past days, financial markets have been shaken by the Evergrande saga – China’s second largest property developer – which is facing difficulties in servicing its huge debt pile.> 10 minutes
This website is solely for informational purposes.
This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service. Any securities, products, or services referenced may not be registered for sale with the relevant authority in your jurisdiction and may not be regulated or supervised by any governmental or similar authority in your jurisdiction.
Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. There is no guarantee that any targeted performance or forecast will be achieved.