News
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China’s bazooka versus Trump’s victory
As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong potential.
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The Economic Consequences of Donald Trump
It makes no doubt that Donald Trump plans to implement his program. He has the means to do so. What might lead him to certain compromises is that his policy, though aimed at stimulating growth, risks rekindling inflation.
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Make America Trump again
The US election is leaning towards a clean Republican Sweep (Republican control of the Presidency, Senate and House of Representatives).
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The green rebound
Since the peak in January 2021, the performance of sustainable funds and investments linked to the ecological transition has been disappointing. However, the investment needs to meet the objectives of the Paris Agreement have not diminished, on the contrary. Capital requirements are estimated at 5,000 billion dollars per year in a 1.5°C scenario...
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Europe desperately seeking growth
In 2022 and 2023, The European economy has weathered the triple shock of the gas crisis, soaring consumer prices and an unprecedented rise in interest rates. At the start of this year, the pieces seemed to be falling into place for the eurozone to finally kick-start a recovery. Despite the ongoing war in Ukraine, the energy markets had largely returned to normal. As a result, inflation fears were receding.
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The recession that isn’t happening: don’t underestimate the growth potential of the US economy
When the Covid pandemic shut down the global economy in Spring 2020, it ended the longest expansion phase in US history, which lasted 42 quarters. For more than ten years, there had been repeated warnings that the next recession was imminent. But the US economy remained on a growth trajectory
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Time to put your money back to work
After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.
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Pressure on the Federal Reserve is mounting
Volatile stock markets, falling US Treasury yields and a weakening US dollar signal growing unease in the capital markets. Specifically, the US Federal Reserve (Fed) has come under intense scrutiny. While the European Central Bank (ECB), the Swiss National Bank (SNB) and the Bank of England (BoE) have already lowered their interest rates this year, the Fed has maintained its key interest rate at a consistently high level
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Beneath the surface
After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.
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Trump wins, Macron loses – What are the consequences?
"Cleopatra's nose: had it been shorter, the whole face of the world would have been changed". This thought by Blaise Pascal reminds us all how small events can have major consequences.