Thematic Paper 22.10.2018 Corporate earnings in 2019: A fading momentum is in store!

After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019.

More 5 to 10 minutes
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Insights Paper 20.09.2018 European Equity: Combining value and quality in this new market phase

We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating econ...

More > 10 minutes
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