Must read articles

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Investment Talks 10.06.2022 Navigating an inflationary environment in US and global equities

Understanding the outcome of the May FOMC meeting and its market and implications

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Monthly Cross Asset 5.04.2022 Credit markets: more attractive valuations but we remain cautious

Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.

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Monthly Cross Asset 6.12.2021 Will the US policy mix "build back better"?

On 19 November, the House of Representatives (HoR) passed the Build Back Better Act (BBB). The bill will now be considered by the Senate. This is a big step forward for the Biden administration, especially since this vote comes just after President Biden signed the infrastructure plan into law.

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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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Investment Talks 12.10.2021 Higher rates provide a second chance to play US value opportunities

Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.

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Monthly Cross Asset 2.06.2021 What if the Democrats succeed in passing the capital gains tax?

Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority.

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Monthly Cross Asset 2.06.2021 A post-Covid structural change in developed markets: the strong political will to invest in the US

What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.

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Thematic Paper 26.05.2021 Shifts & Narratives #4 - In search of a new international order

Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas, previously, economic and geopolitical issues were treated separately, it is increasingly clear that the United States and China are using their economic power for geopolitical purposes. Such geopolitical leadership has economic implications.

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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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