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December 2, 2019

What does 2020 have in store for us?

Throughout the month of December, 20 questions and 20 answers will tell you all you need to know about the economic and financial outlook for 2020.

January 16, 2020

Is the recent rally among European long term rates sustainable?

Although European long term interest rates eased overall in 2019, they have steepened since September.

December 13, 2019

Brexit: Daily update

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

20 January 2020

WHAT’S NEXT?

Global flash PMIs should confirm the bottoming process in the global economy.
In Japan, Canada and the Euro Zone, central banks are due to announce interest rate decisions. Markets expect rates to remain unchanged.
Netflix, Intel, IBM, Johnson & Johnson and Procter & Gamble are among the bellwethers to publish their Q4 earnings reports.
US President Trump will stand trial in the US Senate starting on 21 January. He is accused of abuse of power and obstruction of Congress. His majority in the Senate implies that he will likely stay in office.
The end of the week will see the New Year’s Day in the Lunar Calendar (Year of the Rat) and local elections in Italy (Emilia Romagna and Calabria).

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November 14, 2019

Helping Those Who Help

October 18, 2019

Investor Seminar 2019

May 1, 2019

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December 13, 2019

European taxonomy: affirming green leadership

European Parliament representatives and member states have finally reached an agreement on the framework for the future European taxonomy of sustainable activities.

December 9, 2019

Developed Markets at an all-time high

European equities performed well, according to numerous economic data and hopes of better political news regarding Brexit and the trade war.

December 9, 2019

The 2020s start with hope

December is usually a very festive month. As the year is ending, it is also the month during which the asset allocation team writes up its outlook, a document that sums up the team’s convictions and strategic views for the upcoming year.

December 9, 2019

Doubt making investors hope for the best…

The Economy is giving signs of muddling through. Data points are weak but strong consumer data in the US, and accodomative Central Banking policies are maintaining healthy risk appetite levels.

December 9, 2019

Probability of a recession still on the lower side

The downturn in the activity cycle continued right up until year-end, with every country in the G10 region now in either ‘downturn’ or ‘recession’ territory.

November 20, 2019

Sustainable emerging markets outperformance

Applied to emerging equities, environmental, social and governance criteria (ESG) are a key outperformance factor.

November 14, 2019

Will central banks take a breather?

The activity cycle (our in-house long term indicator) continues its negative spiral in 2019.

November 14, 2019

Gearing up for the last quarter

During the month of October, investor sentiment was lifted by two events: the United Kingdom concluding a deal with the EU (hence reducing the risk of no-deal Brexit) and Donald Trump’s Administration being seemingly close to signing a trade deal with China.