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Shoaib Zafar
Asset Allocation Insights
INVESTMENT PERSPECTIVES 2019 by our experts
08 January 2019
We invite you to click on the link below to discover our macroeconomic outlook 2019.
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Emerging market equities: opportunity amid challenges
19 December 2018
While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. [...]
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Global Equities: Technology, Trump and Emerging Markets
02 May 2018
While most market worries roll-over from the first quarter to the second quarter of 2018, the current lateral consolidation could also persist for the time being, but probably miss the necessary ingre [...]
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ESG, no more a question of “IF” or “WHEN”, but “HOW”
27 Apr 2018
Carbon is a particularly important indicator in the global Environmental, Social and Governmental (ESG) framework: it is a widely scrutinized indicator by regulators and appears to be linked to perfor [...]
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Global autos: will opportunities offset challenges?
23 June 2017
The Global Equities team met with a number of auto original equipment manufacturers (OEMs) and suppliers on the sidelines of the recently-held 87th Geneva Auto Show – with rather mixed impressions fro [...]
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