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January 1, 2020

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

27 January 2020

WHAT’S NEXT?

The uncertainty surrounding the 2019-nCov virus weighs on investors’ sentiment. The WHO declared that it was too early to take global health emergency measures given its restrictive and binary nature.
In the US, 40% of the S&P500 market cap will report Q4 2019 earnings as major companies such as Apple, Microsoft, Facebook, Boeing, Amazon, Exxon and Caterpillar will publish results.
Brexit will officially happen by the end of the week. In reality, the transition period means the economic relationship is unchanged until December 31, 2020.
It will also be a key week for central banks, with both the Fed and the Bank of England deciding on rates. In the US, odds are for keeping interest rates on hold in spite of 4 newcomers among the 12 voters. In the UK, at Governor Carney’s last MPC meeting the BoE might cut rates as early as this coming week.
Data-wise, we expect the German IFO index and the Chineese PMIs to confirm the improvement in the economy. The Michigan sentiment survey will shed light on the state of the US consumption.

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November 14, 2019

Helping Those Who Help

October 18, 2019

Investor Seminar 2019

May 1, 2019

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January 22, 2020

A pause in central bank activity?

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

January 22, 2020

Developed Markets extended their gains

European equities had a strong run over December, following positive economic data (PMI was revised up significantly) and good political news regarding Brexit and the trade war.

January 22, 2020

What a difference a year makes

We enter 2020 as the US and China have just signed a partial trade deal. What a difference a year makes!?

January 22, 2020

The never-ending Bull Market…

Last year, financial markets generated another year of very strong returns.

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.