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27.07.2020 - Insights Paper

The Case for US Equities in Global Portfolios

As you construct and monitor client portfolios, we hope you find our Blue Paper informative, insightful and rather complementary to your ongoing due diligence and asset allocation endeavors – both for the balance of 2020 and in the long-run. Recognizing the presence of potential constraints you might encounter through the lens of existing investment guidelines, the composition of your benchmarks, regional exposures, or investment styles, we believe the findings of our research suggest the consideration of US equities for inclusion in either regionally or globally-focused portfolios, to help raise the odds of longer-term risk-adjusted outperformance in client portfolios. The latter is informed by our analysis and what we deem secular—rather than merely cyclical— tailwinds for US equity markets.

Craig STERLING, Marco PIRONDINI

Vignette

Vignette

24.04.2020 - Podcast

Blue Convictions - SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing

The ECB displayed no limits in its policies and is keen to change its operational rules. The recovery fund framework still needs to be confirmed, especially on the mutualisation degree.

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03.05.2019 - Monthly Cross Asset

European equities: what impacts in the event of a tariff war with the United States?

While the threat of a large-scale Sino-US tariff war appears to be receding, the US could now switch its focus to its trade deficits with the European Union.

Ibra WANE

Senior Equity Strategist

Visages

Visages

17.01.2017 - Monthly Cross Asset

Equity markets: Flows by asset class : the two faces of 2016

The year 2016 will go down as a period with two distinct phases.

Ibra WANE

Senior Equity Strategist

2016-02-Asset allocation-Are markets legitimately fearful?

2016-02-Asset allocation-Are markets legitimately fearful?

15.02.2016 - Monthly Cross Asset

Are markets legitimately fearful?

Since last summer, things haven't worked out quite the way they are supposed to. Gloom has descended upon the financial markets, covering everything in a negative light. It's easy, then, to understand why we have seen risk repricing, the implementation of portfolio protection strategies and even the liquidation of positions. How did we come to this?

Philippe ITHURBIDE

Senior Economic Advisor

Dramatic drop in equities since the beginning of the year

Dramatic drop in equities since the beginning of the year

08.01.2016 - Expert Talk

Dramatic drop in equities since the beginning of the year

Two key factors are at play: 1) the plunge in oil prices, which are at their lowest level since 2005; this decline is primarily associated with excessive supply (a “price war” between producers, with OPEC attempting to maintain its market share, and tensions between Saudi Arabia and Iran); 2) the concerns over the Chinese market.

Didier BOROWSKI, Eric MIJOT

Concerns over worls growth

Concerns over worls growth

14.12.2015 - Monthly Cross Asset

Concerns over world growth – and China – and geopolitical tensions combined to create a difficult start to the year for the financial markets

The new year began with a sharp drop in the equity markets and another closure of the Chinese market, a repeat of last August. The same fears reared their heads.

Philippe ITHURBIDE

Senior Economic Advisor

Cyclical emerging assets: after the euphoria fades, pragmatism usually takes over

Cyclical emerging assets: after the euphoria fades, pragmatism usually takes over

15.10.2015 - Monthly Cross Asset

Cyclical emerging assets: after the euphoria fades, pragmatism usually takes over

Cyclical emerging assets (equities, currencies) are again deteriorating after this summer's crash. There is a strong temptation to consider an increase in risk exposure to equities and/or currencies. Meanwhile the Fed has to tread carefully to avoid causing volatility, which at this stage of the cycle would be very unwelcome.

Marc-Ali BEN ABDALLAH

Senior Analyst, Investment Solutions

Curve and money

Curve and money

15.05.2015 - Monthly Cross Asset

Financial flows and European equity markets

In Europe, the true starting signal for equity inflows was given not by Draghi in July 2012, but by Bernanke in May 2013, when he began mentioning the impending slowdown in asset buying (pre-tapering).

Ibra WANE

Senior Equity Strategist

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