161 insights found
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
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
10 May 2019
US hikes tariffs as trade policy outlook worsens
Reaction to an increase in US trade tariffs
30 April 2019
Q&A: The ECB and tiering
Our Thoughts About Monetary Policy’s Future Steps in an Environment of Negative Interest Rates
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 ...
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.
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.
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
05 April 2019
March’s yield curve inversion vs the equity rally
March witnessed a short-lived volatility spike and renewed recessionary fears.