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09.03.2020 - Monthly Cross Asset

US and European corporate earnings: after four quarters of stagnation, what is the outlook for 2020?

Fourth quarter 2019 earnings season confirmed the flat trend of the past 12 months. Hardly had 2019 ended than all eyes turned to 2020. For several months now, the earnings growth consensus for 2020 looked too optimistic. The spreading of coronavirus has only made us more cautious. The epidemic will certainly have a big impact on the first quarter of 2020 but some catching-up can be expected in the following quarters. In the short term the market should remain nervous. In the longer term a cautious optimism should eventually prevail.

Ibra WANE

Equity Strategy

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30.01.2020 - Investment Talks

Focus on fundamentals: virus volatility provides entry points for EM equities

Overview: The coronavirus has been the strongest driver behind the recent volatility in financial markets, providing the trigger for a break in the rally in risk assets, which had been running uninterrupted since October. We should be aware that the trough for markets could be well in advance of the peak of the epidemic, as markets tend to overreact at the beginning of a crisis and then stabilise and rebound, despite the continuation of the negative news flow.

Pascal BLANQUE, Vincent MORTIER

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08.01.2020 - Insights Paper

Time for a flight to cyclical value in European equity

When we look fundamentally at the risks and rewards in equity markets for 2020, we find that value offers better opportunities than growth as implied expectations are lower and therefore more attractive for value at this point.

Kasper ELMGREEN, Andreas WOSOL, Eric MIJOT, Alexandre DRABOWICZ

Slider Buybacks DP 41

Slider Buybacks DP 41

29.10.2019 - Discussion Paper

Buybacks – A multi-perspective review and thoughts on best practices for company buyback policies

US share buybacks are near record levels in absolute dollar terms and incrementally the discussion has shifted from academic finance journals to political stump speeches.

Ibra WANE, Craig STERLING

21.06.2019 - Investment Talks

Three themes for European equities to be back in focus

Volatility is here to stay. Markets are hostages of very volatile news flow.

Kasper ELMGREEN, Eric MIJOT, Ibra WANE, Tristan PERRIER

Working paper

Working paper

17.06.2019 - Working Paper

International Stock Market Co-Movements and Politics-Related Risks

We investigate the determinants of international stock market co-movements, shedding light on the relevance of politics-related factors.

Giovanni PAGLIARDI, Patrice PONCET

Eric Mijot

Eric Mijot

19.10.2018 - Expert Talk

Putting in perspective the Sell-Off in equity markets

The divergence between the positive performance of the US market year to date and the negative performance of other markets has finally found a way out: a downward convergence. .

Eric MIJOT

Head of Equity Strategy, Deputy Head of Strategy Research

2018-09 - paper-value-quality

2018-09 - paper-value-quality

20.09.2018 - Insights Paper

European Equity: Combining value and quality in this new market phase

« In a maturing phase of the cycle, we think that a focus on quality companies that are able to deliver sustainable earnings growth in the future and that are trading at discount levels, will be key to exploring the most compelling opportunities in European markets.»

Claudia BERTINO, Laura FIOROT, Giuseppina MARINOTTI, Eric MIJOT, Andreas WOSOL

Eric Mijot

Eric Mijot

14.09.2018 - Expert Talk

About diverging equity markets

The US market is the only region in the world where the performance since the beginning of the year is positive (MSCI USA + 8.8%, Europe -3.6%, Japan -6.5%, Emerging markets -6.6%) .

Eric MIJOT

Head of Equity Strategy, Deputy Head of Strategy Research

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