- 13 Settembre 2022
Global equity markets declined in August, ending the rebound that began in July. Most of the economic data released last month points to an economi [...]
Global equity markets declined in August, ending the rebound that began in July. Most of the economic data released last month points to an economi [...]
High inflation has precipitated a slowdown in developed economies’ growth, with Europe facing the highest risk of stagflation due to the ongoing en [...]
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 [...]
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 [...]
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 [...]