Inflation

2021.09 - Shifts & Narratives #8 - Slider-1390x467
Thematic Paper 16.09.2021 Shifts & Narratives #8 - Post-summer check-up on the regime shift

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 hori...

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Global Investment Views 1.09.2021 Global Investment Views - September 2021

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings sea...

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2021.08-Real-Estate-Slider
Insights Paper 23.08.2021 European commercial real estate: play the re-opening with quality asse...

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitig...

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Global Investment Views 28.07.2021 Global Investment Views - August 2021

The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and co...

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2021.07 - Inv Talks - Active European equity - Slider
Investment Talks 7.07.2021 European equities: look for the winners to play the reflation trade, v...

Today, all eyes are on Europe. While the strongest national European football teams are animating a great competition, which is also signalling a sort of return...

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2021.06 - H2 2021 Investment Outlook - Slider-1390x467
Investment Outlook 28.06.2021 H2 2021 Investment Outlook - Inflation blows on markets, and investors...

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.

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Global Investment Views 22.06.2021 Global Investment Views - July 2021

The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy. Although we view the outlook as generally posi...

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2021.06 - Blue Paper - US income inequality and inflation - Slider
Insights Paper 18.06.2021 Biden agenda: tackling income inequality and its potential inflation i...

The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and Preside...

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2021.06 - FOMC meeting- Inv Talks - Slider-1390x467
Investment Talks 17.06.2021 June FOMC review: the talk of talk of tapering has begun

At its June meeting, the Fed kept the federal funds rate unchanged, in line with market expectations. However, the markets were a little surprised by the 5 bp h...

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