Inflation

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Global Investment Views 30.09.2021 Global Investment Views - October 2021

Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI).

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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 horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.

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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 seasons in the US and Europe.

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Insights Paper 23.08.2021 European commercial real estate: play the re-opening with quality assets

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive.

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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 concerns about the spread of the Delta Covid19 variant are features of it.

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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, value revenge, and ESG disruption

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 to normality for Europeans, investors’ appetite for European equities is back and for good reason.

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Investment Outlook 28.06.2021 H2 2021 Investment Outlook - Inflation blows on markets, and investors need to act

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 positive, the larger economies are at different stages in their journeys towards peak acceleration.

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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 impact

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 President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike. We assess the likelihood of long-term success and, finally, the potential inflationary consequences.

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