The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...

EM ready for a comeback, but volatility will remain high

Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.

Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio...

As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar....

Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.

This article assesses the communication of the European Central Bank (ECB) using Natural Language Processing (NLP) techniques.

Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative...

Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.

The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.

Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting...

The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.

An increasing number of institutional investors have adopted a total portfolio approach (TPA) as a response to the weaknesses of more traditional strategic...

The first part of this study analysed the competition between USD, RMB and EURO and presented the challenges for China and Europe to develop a genuine...