18 Mai 2021

From reopening to recovery

April was another positive month for global markets. Equity markets returned a positive performance, with decent economic data, higher-than-expected corporate earnings and increased market optimism.

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17 Mai 2021

Upward pressure on inflation and long-term interest rates

The global stock market powered ahead in April to new historic highs.

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17 Mai 2021

Monetary policy to be the most important factor this year

In terms of performance, we continue to see strong returns from equity markets vs government bonds.

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17 Mai 2021

GI Joe Biden: man on a mission

The overall picture for riskier assets in the market remained positive in April, as the world economy continued to recover and major central banks maintained their dovish tone.

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14 April 2021

Increase in core yields likely to continue

The increase in rates in the US continued throughout the month of March.

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13 April 2021

Show me the money

Below their relatively calm surface, the equity markets remained rather turbulent, driven by investors rotating out of defensives and into cyclical sectors

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13 April 2021

A unique bullish macroeconomic environment

The recovery is gaining momentum around the world driven by strong tailwinds

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13 April 2021

Markets took a breather in March

Europe, traditionally more value/cyclical oriented than US, slightly outperformed the US as interest rates steepened

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8 April 2021

Nachhaltigkeitsthemen für Staaten: Rechtsstaatlichkeit und die USA

Innerhalb der Säule „Sozialkapital“ unseres Modells ist Rechtsstaatlichkeit eines der 131 Themen, welche wir beobachten

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