- Cross Investment Views Macroeconomics - December 2020
Cross Investment Views Macroeconomics - December 2020
Thursday 10 December 2020
Big Tech’s stock market performance has become more hesitant. A simple market rotation or a more durable phenomenon? With the exit from the crisis getting closer, sectors shunned during the pandemic could actually benefit from a catching-up movement. However, between its disruptive nature which is cannibalising traditional companies, and interest rates which, apart from a slight increase, look set to remain durably low, Big Tech retains major advantages. Especially as its valuation is less exceptional than it seems, provided however that its profits momentum remains sustainable..
Cross Asset Investment Strategy October 2019
Central banks have confirmed the shift to a much more accommodative stance.
Investment Insight Blue Paper December 2020
Responsible investing expands further with green convertible bonds
The US election and Covid-19 vaccines: implications for the economy and markets
The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. With multiple Covid-19 vaccines showing promise, the US economy may surprise on the upside in 2021.