From a public health emergency to the threat of a credit crunch: deflationary pressures are worsening in the short term, with the added risk of a...Download file
Le bear market devrait rester endormi grâce à l’absence de resserrement des conditions monétaires et de crédit et à la solidité de l’emploi aux...Download file
The big event of 2019 was the halt in the bear market that began in 2018 with a 20 cumulative decline in the S&P 500.Download file
Equity markets should advance into year-end on better technical, supportive seasonals and a high equity risk premium. We identify three market...Download file
Si l’Allemagne ne change pas, elle risque de refaire des choix unilatéraux déstabilisant pour le reste de la zone euro.
La récession allemande...Download file
Multi-asset funds and alternative strategies are increasingly coming into favour under the new market backdrop where risks are rising, according to...Download file