Investment Phazer
RC-2022.05-This-Month-Topic-slider
Monthly Cross Asset 5.05.2022 Q2 2022: A late cycle with a greater focus on inflation

The 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.

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Research Center - Q3 2021: From a recovery phase to an inflationary late cycle
Monthly Cross Asset 2.11.2021 Q3 2021: From a recovery phase to an inflationary late cycle

A second derivative stagflationary environment of decelerating growth amid sustained inflationary pressures. The fiscal lever continues to play a pivotal role.

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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in the US).

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Monthly Cross Asset 2.10.2020 Contraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment
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Contraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment

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Monthly Cross Asset 6.02.2020 Cross Asset Investment Strategy - February 2020

Find the latest edition of our Research team's monthly publication.

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Monthly Cross Asset 5.02.2020 Investment Phazer Update: downward trend is confirmed
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While in the short term we do expect some temporary relief coming from positive economic surprises and supportive news on the trade front (should coronavirus impact be limited), on a medium-term horizon our economic scenario confirms the fragility of the profit cycle.

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