MIJOT Eric

2021.10-Shifts&Narratives#9-vignette
Thematic Paper 1.10.2021 Shifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation

The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.

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2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe: investing in the recovery

As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.

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2021.06  - Monthly Cross Asset - First quarter 2021 results
Monthly Cross Asset 2.06.2021 First quarter 2021 results: a far better-than-expected rebound that augurs well for the full year

Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven phase in the equity market rally.

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2021-02-Cross Asset-Slider
Monthly Cross Asset 2.02.2021 2021 investment case in equities and how Japan fits into it
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Although the global recovery began to be priced in last year

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Thematic Paper 15.12.2020 The day after #13 - How will Central Banks impact the equity markets in the post-Covid world?
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Interest rates are at an all-time low, and even if inflation eventually picks up, it could take some time.

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Monthly Cross Asset 2.10.2020 Japan: Policy continuity expected under Suganomics
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Japan: Policy continuity expected under Suganomics

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Insights Paper 28.04.2020 Covid-19 will redesign sector opportunities amid gradual normalisation and focus on earnings
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The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.

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Insights Paper 17.01.2020 Economic resilience, Fed and elections to drive US markets in 2020
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2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the S&P 500 index, which returned 256% overall, well above its historical average.

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2020-01-IP-Europe value
Insights Paper 8.01.2020 Time for a flight to cyclical value in European equity
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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.

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