10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
8/03/2021 Portfolio Strategy Do not give up on fundamental valuations Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
10/08/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2020 All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different...
18/05/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2020 In our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including...
9/12/2019 Fixed Income & FX Screen the Euro fixed income market in the era of three 'low... As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....
30/04/2019 Economy & Markets Is inflation definitely dead or simply dormant? Consequences... In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries...
1/08/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2018 The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019.