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Fabrice Gorin
Asset Allocation Insights
Market Outlook - H2 2021
11 June 2021
Covid recoveries push global growth to four-decade high.
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Asset Allocation Insights
2021 MARKET OUTLOOK - No vaccine for low growth
08 December 2020
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
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Asset Allocation Insights
Vaccine delivers a shot-in-the-arm for risk assets
01 December 2020
Although the global economy remains mired in a ‘Japanification’ scenario – the prevailing state of lower rates and slower growth – positive news of a Covid-19 vaccine was a boost for risk assets. [...]
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Asset Allocation Insights
Now is not the time to be brave on equities
23 October 2020
We are living in extraordinary times. [...]
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Asset Allocation Insights
Protecting against downside risk as recovery loses steam
24 September 2020
The deepest trough of the coronavirus crisis is now far behind us. [...]
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Asset Allocation Insights
Why equity markets are enjoying the best of a difficult situ [...]
21 August 2020
Equity markets have enjoyed a three-month rally, but should investors fear a false dawn? At first glance, it is easy to spot what might derail the world’s stock markets. [...]
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Asset Allocation Insights
The importance of defensive plays as investors weigh new ris [...]
30 July 2020
While we remain in the shadow of the pandemic, it is important to remember markets are, by nature, forward looking. [...]
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Asset Allocation Insights
Our monthly view on asset allocation (June 2020)
10 July 2020
The combination of expected economic improvements and very large support from governments and central banks warrants not only to stay invested, but even to selectively add exposure in portfolios, whil [...]
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Focus
How investors can mitigate a second wave meltdown
29 May 2020
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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