
Asset Class Return Forecasts - Q2 2022
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SurveyMacroeconomic Picture by area and Macro and Market forecast.
More < 5 minutesWe expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
More 5 to 10 minutesThe extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
More 5 to 10 minutesThe incumbent president’s re-election avoids an unpredictable political phase for France.
More 5 to 10 minutesWe keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
More < 5 minutesThe shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
More 5 to 10 minutesFind the latest edition of our Research team's monthly publication.
More > 10 minutesWe are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
More > 10 minutesBy calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.
More 5 to 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European 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 is concerned, 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 Advertising under 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 of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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