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Expertise 14.08.2017

Asian Stocks Climb Higher, led by China and India

Asian Market Review and Outlook - July 2017

Expertise 03.08.2017

Sur le marché des « midcaps », de nombreux titres restent sous-valorisés

Depuis le début de l’année, le compartiment des small & mid caps a le vent en poupe auprès des investisseurs. Davantage exposé aux marchés domestiques, l’univers des petites et moyennes capitalisations recèle de nombreuses opportunités en Europe.

Expertise 31.07.2017

Trump’s Half Year in Office and the Two Events that Matter for Asian Markets

Asian markets have posted a better than expected performance in 2017, as share price returns have been supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Expertise 24.07.2017

Perspectives d'investissement 3e trimestre 2017

Le premier semestre a été atypique à plus d’un titre.

Expertise 18.07.2017

Old Europe is launching a new Europe

The calm after the storm.

Expertise 10.07.2017

Second Half Outlook for Asian Markets

A better than expected pickup in global trade dynamics and elevated confidence levels lifted world markets higher over the first half of 2017.

Expertise 28.06.2017

Protecting against ‘Protectionism’

The rising risk of global trade, capital and labour protectionism is an important investment topic.

Expertise 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Global equities continued to inch higher though geopolitical concerns linger.

Expertise 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Global equities continued to inch higher though geopolitical concerns linger.
Expertise 12.06.2017

UK elections - Political challenges continue

The disappointing outcome for UK Prime Minister Theresa May’s Conservative Party suggests a fragile political backdrop as the British government enters negotiations about its exit from the European Union.

Expertise 26.05.2017

Un contexte favorable aux convertibles

L’amorce d’une tendance.

Expertise 24.05.2017

Miser sur les petites capitalisations

Des opportunités d’investissement via une exposition régionale sélective
Expertise 17.05.2017

Liquid Alternatives to complement a Fixed Income Allocation

The end of 2016 represented a period of transition for global markets and it seems that we are currently in a new paradigm, particularly in the U.S.
Expertise 15.05.2017

Asian stocks extend gains as populist rhetoric grows less fashionable

Global equities hit a historic high in April on the back of strong US technology earnings, resilient Chinese economic data and evidence of a cyclical recovery in the Euro area.
Expertise 10.05.2017

Country risk allocation: a vital component in investment strategies

Country risk allocation in emerging markets investment strategies is a vital component, yet still largely underrepresented.

Expertise 01.05.2017

Marchés obligataires: il est temps de sortir de l'«euro aggregate»

Le scénario économique a rarement été aussi favorable au marché du crédit: l’économie mondiale est en phase de reprise conjoncturelle, les risques de récession sont éloignés, et l’inflation reste contenue bien qu’en progression.