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22 Mai 2017

European equities - A fresh breath of life for investors?

Global investors have been steering clear of Europe for some time now.

17 Mai 2017

UK: tough negotiations loom on the horizon

On 29 March 2017, the British Prime Minister, Theresa May, formally triggered article 50 to leave the European Union (EU), opening up a two-year mediation period, which could be extended to three years if the 27 EU members unanimously decide to prolong negotiations.

8 Mai 2017

Pro-European Macron wins French presidency, relief for EMU equities

Emmanuel Macron is the eighth President of the Fifth Republic.

Asset Allocation

22 Mai 2017

Last week, US stock markets fell sharply over fears Donald Trump would delay his tax and regulatory reform.

Macro

22 Mai 2017

In the US, the Philadelphia Fed index jumped to 38.8 in May, from 22 the previous month and above the consensus estimate of 19.5.

Equities

22 Mai 2017

Negative week for European equities.

Fixed Income

22 Mai 2017

Global markets switched to risk off mode after the latest political turmoil in the US and potential uncertainties in Brazil.

Market

22 Mai 2017

Markets' figures

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23 Mai 2017

The synchronization in the current expansion is remarkable

The macroeconomic background remains positive.

23 Mai 2017

External alternative multi management portfolios - May 2017

The main event in April was obviously the French elections and their impact on the world's major economic powerhouses.

23 Mai 2017

Emerging Asia has been driving growth in the region since the beginning of the year

Emerging markets have returned the strongest year-to-date performance, driven by Asia, in the wake of a globally healthy economy.

23 Mai 2017

The market is topping out, at least in the short term

The US economy is in good health and equity markets have continued to notch-up gains, albeit more modestly.

23 Mai 2017

The political risk premium has abated amid highly bullish economic indicators

The eurozone is currently the most attractive market.

22 Mai 2017

Overweight high yielders and energy complex; underweight treasury-sensitive credits

External risks to EM have declined consistently since the beginning of the year thanks to the partial alleviation of DM political uncertainty, with European elections producing market-friendly outcomes and US policies so far not focusing on extreme trade protectionism.

22 Mai 2017

Strategically positive on Euro linkers; Tactical profit-taking on UK breakevens

Overall, with credit spreads tightening considerably on risky assets, key segments are running out of juice in the corporate bond universe and appear to be increasingly expensive.

22 Mai 2017

Negative framework for USD while JPY remains a safe haven

We hold an underweight position on the US dollar, based on the negative framework and expensive nature of the currency.

22 Mai 2017

Strategically positive on Euro linkers; Tactical profit-taking on UK breakevens

In Europe, breakeven protection is strongly positive, and the breakeven inflation model is more supportive than in other areas, as is the inflation cycle.