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Research & Investment Strategy

21 May 2019

May Investment Strategy: Dealing with the governments we deserve

US-China tensions are back with a new round of tariff increases and threats of further escalation

Research & Investment Strategy

17 May 2019

European Parliament elections: More noise but some signals

Populists look set to make strong gains at the European elections but our expectation is that centrists will continue to dominate

Research & Investment Strategy

10 May 2019

US hikes tariffs as trade policy outlook worsens

Reaction to an increase in US trade tariffs

Research & Investment Strategy

30 April 2019

Q&A: The ECB and tiering

Our Thoughts About Monetary Policy’s Future Steps in an Environment of Negative Interest Rates

Research & Investment Strategy

25 April 2019

April Investment Strategy: China in a bull shop

With the “policy put” in place (dovish US Federal Reserve and European Central Bank, fiscal stimulus in China and Eurozone), we have been waiting for signs of a cyclical upswing… getting us to focus ...

Research & Investment Strategy

18 April 2019

Unveiling China’s Economic Cycle

The extreme stability of real GDP growth in recent years has led to a perceived death of business cycles in China.

Research & Investment Strategy

17 April 2019

Tracking Asian exports

Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone.

Credit market monthly

08 April 2019

A record-breaking quarter

The dovish change in the European Central Bank’s policy outlook at its 7 March meeting boosted the performance of euro credit

Equities market monthly

05 April 2019

March’s yield curve inversion vs the equity rally

March witnessed a short-lived volatility spike and renewed recessionary fears.