NEWSROOM

  • Expert Opinions

    The delicate art of profit allocation

    The coming months will bring with them a change of context. In addition to the five major sources of uncertainty that have rocked the market since the beginning of the year, a new feature is now emerging on the landscape: the macroeconomic momentum in the US is fading. Does that mean we should fear a recession ?

  • Expert Opinions

    Funds Focus

    How did European equity and flexible bond funds perform in the first nine months of 2019 and what is the outlook for early 2020 in a market environment that remains complex?

  • Expert Opinions

    Thoughts on the trade war as doubts return

    Trump indicating there’s no hurry for a deal and a disappointing ISM were a cold shower for markets this week. In the meantime a recovery in negotiation leverage for Trump and a final window before the election blackout might have motivated the recent trade offensive.

  • Expert Opinions

    Economic outlook and portfolio construction for 2020

    Quelles seront les grandes tendances de l’environnement économique en 2020 et quelles conséquences sur la construction des portefeuilles ?

  • Expert Opinions

    Defensive bias stages a comeback amid trade uncertainty

    Macro releases have in large part confirmed our views for 2020 with regard to resilient growth and low inflation, especially in the US and Germany...

  • Expert Opinions

    Renewed appetite for risk – but for how long?

    A wave of optimism gave equity markets a significant lift over recent weeks.