- 17 Giugno 2022
Economic growth is likely to remain positive during the second half of the year, supported by the reopening of the Chinese economy.
Economic growth is likely to remain positive during the second half of the year, supported by the reopening of the Chinese economy.
Central banks have to re-learn to live with inflationary pressures and to normalize their monetary policy. Households are concerned by a decline of [...]
Global equity markets are nearing bear market territory, being down nearly 20% from their recent peak. The acceleration of the market pullback seem [...]
A consolidated view of the markets, across geographies and asset classes.
Our leading indicators (macro & fundamental) continue to point towards challenges for equity markets. From a technical standpoint, the long-ter [...]
We have been gradually reducing our exposure to equities and credit over the last few months based not only on fundamental & technical indicato [...]
SPECIAL ASSET ALLOCATION INSIGHTS The Russia-Ukraine conflict has pushed geopolitical risk to a very high level and is having a meaningful impact [...]
The traditional diversified equity and bond portfolio has enjoyed years of exceptional performance. However, the current market environment of low [...]
It has been a rough start to 2022 for risk assets as expectations of more rapid monetary policy tightening and inflation concerns pushed equities a [...]