
ECB QE Monitor - April 2021
Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
DiscoverBubbles, tantrums and the revenge of value
More > 10 minutesAs the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...
More > 10 minutesSomething has to give in a regime shift. Be prepared, there will be opportunities for value investors.
More > 10 minutesHow hot is the inflation pot?
More > 10 minutesMarkets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely
More > 10 minutesInvestors on the Italian government bonds market should consider any slip in the Italian bond market as an opportunity to increase their exposure.
More 5 to 10 minutesAs the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320.
More > 10 minutesThe outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.
More < 5 minutesThe share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United S...
More > 10 minutesProfessional investors are Professional investors of the European Union, as defined as inEuropean Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland isconcerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertisingunder the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition ofqualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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