
Asset Class Return Forecasts - Q2 2022
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SurveyBecause of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the end of the tunnel!
More < 5 minutes2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase and face the challenge of retuning to normality...
More 5 to 10 minutesAt the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
More 5 to 10 minutesPersistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.
More 5 to 10 minutesAll eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.
More > 10 minutesThe monetary policy conditions in the emerging markets are still definitely dovish.
More 5 to 10 minutesIn the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.
More 5 to 10 minutesCorporate 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.
More 5 to 10 minutes"Assessing the environmental, social, and governance (ESG) quality of an issuer is key for investment decisions, not only to take into account the sustainable risks that might weaken the issuer’s financial strength, but also to assess the product’s impact on key issues that represent a systemic risk for society, such as climate change, fraud and corruption, and social cohesion. To perform this assessment, having access to data is paramount. Today, because of regulation differences, disclosure is different from one region to another. There are nevertheless data sources that are underused and could, if correctly analyzed, strengthen our ESG assessment.
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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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