Malgorzata Kluba, Rudi Van Den Eynde, Oncology, Renta variable

Día Mundial del Cáncer 2023

Y preferiríamos no tener que celebrarlo, lo que significaría que hemos ganado la batalla y que el cáncer es curable.
Renta variable, Geoffroy Goenen, Value vs Growth

The second step of the waltz

A pesar de un repunte bastante significativo a partir de octubre, los mercados europeos de renta variable, afectados por importantes salidas de capitales desde el inicio de la crisis en Ucrania, registraron una corrección en 2022 del -9,5 %. Si bien la renta variable europea cerró el año con unos resultados relativamente superiores a los de Estados Unidos (-13,4 %) y los mercados emergentes (-15,1 %)1, el año siguió siendo motivo de preocupación para los inversores, que ahora se centran en lo que depara 2023.
Renta variable, Monthly Coffee Break

Hawkish Fed weighed on market sentiment

European equity markets registered a significant rebound from the previous month. This was mainly driven by China’s decision to ease its zero COVID-19 policy.
Renta variable, Monthly Coffee Break

Stock markets continued their recovery

After a slightly hesitant start, European stock markets continued their recovery from the October lows and ended November well into the green.
Renta variable, Monthly Coffee Break

Recession on the horizon

European equities have rebounded over the past four weeks. The rebound was mainly driven by value stocks that have outperformed growth stocks since the last Equity Committee.
Renta variable, Monthly Coffee Break

Recession on the horizon

European equities closed September lower. In Europe, the energy crisis continued to dominate the headlines, as Russia completely halted gas flows through the key Nord Stream 1 pipeline at the beginning of the month.
Renta variable, Monthly Coffee Break

The second half of the year looks challenging

Central banks’ commitment to bringing inflation under control, despite the inherent risks to the growth outlook, shook both equity and bond markets in August. While the summer brought historical droughts and heatwaves to many parts of the world, the global economy nevertheless continued to cool. All in all, the level of uncertainty about the outlook for the global economy remains high. This uncertainty is especially elevated in Europe, where after six months of war in Ukraine, there is no sign of a ceasefire, and where a recession seems increasingly likely this winter as the region’s energy crisis continues to intensify.
Climate Action, Renta variable, ESG, ISR, Paulo Salazar, Galina Besedina, David Czupryna

ESG en la renta variable de países emergentes: la unión de todas las piezas

25 años de experiencia en ESG, 25 años de experiencia en renta variable de mercados emergentes, más de 15 años de unión de ambos aspectos. Duplicar los catalizadores de la rentabilidad: Históricamente, los mercados emergentes han sido los catalizadores del crecimiento mundial. Los tiempos están cambiando —la desglobalización es la nueva tendencia—, pero los mercados emergentes siguen representando más de la mitad del crecimiento económico mundial.
Renta variable, Geoffroy Goenen, Value vs Growth

Los mercados europeos, un vals de tres tiempos

Desde principios de año, el mercado europeo —al igual que otras regiones— está sufriendo una severa corrección. El mercado aguarda el punto mínimo, la luz verde que le permitirá reposicionarse a largo plazo.
Renta variable, Monthly Coffee Break

EQUITIES: Global markets stabilised somewhat in May

Global equity markets stabilised somewhat in May after the significant correction since the beginning of the year. However, there are not a lot of new elements to digest. The Fed walked the talk and increased its rates.
Video, Renta variable

Webinar : Climate-related investments

Global equity markets had a difficult start to the year due to inflation and interest rate fears, and the Russian invasion in Ukraine, that has resulted in a spike of both energy and raw material prices. Unfortunately, also climate-related investments haven’t been spared from the global market turmoil.
Renta variable, Monthly Coffee Break

Supply-chain interruptions risk due to Ukraine

At the beginning of 2022, economic activity returned to its pre-pandemic level and the omicron wave had less of an impact on activity than previous ones.
Renta variable, Monthly Coffee Break

Uncertainty remains

For the second month in a row, global equity markets suffered. In the first half of February, investors were mainly focused on the pace of rate increases in the US and Europe.
Renta variable, Monthly Coffee Break

Worldwide correction

Starting in record territory at the beginning of January, the global stock market corrected aggressively in tandem with rising interest rates.
Renta variable, Monthly Coffee Break

Strong macro-economic indicators

In Europe, an unreliable supply of Russian gas, falling investments in thermal energy and maintenance work on nuclear power plants led to a sharp rise in gas and electricity prices across the continent before they fell in December. Higher energy prices are fuelling the rise in inflation in the region.
Renta variable, Highlighted, Outlook 2022

Equity market neutral strategies: supporting passive investing growth?

Index investing continues its “unstoppable” rise and is expected to overtake active investing by 2026 at the latest, according to Bloomberg. This trend can be utilised by some equity market neutral strategies to generate returns uncorrelated either to bonds or equities.
Renta variable, Highlighted, Jan Boudewijns, Outlook 2022, Paulo Salazar

New China is here. Truth or a joke?

JPMorgan’s CEO, Jamie Dimon, had to issue a long public apology for his "joke" during a recent trip to Hong Kong.
Renta variable, Health Care

VIH: ¿el final del túnel?

Cuarenta años después de su aparición, el VIH podría erradicarse a medio plazo, por el efecto combinado de las políticas de prevención y los avances científicos

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