News & Markets
56 news articles are available
Best Ideas 2020 Booklet
Cross Asset Investment Strategy January 2020
Cross Asset Investment Strategy December 2019
Cross Asset Investment Strategy - November 2019
Cross Asset Investment Strategy October 2019
Central banks have confirmed the shift to a much more accommodative stance.
Stay agile amid high uncertainty
Markets have fluctuated between positive news around geopolitics (US-China trade talks, Italy and receding risks of no-deal Brexit)
Trade war escalation and impact on world trade and economic growth
Trade tensions re-escalated during the summer. Starting on 1 September, the US Administration introduced new tariffs and China retaliated simultaneously.
Argentina: how recent events shape the investment outlook
Government’s decision to freeze energy prices and suspend VAT on certain products will complicate fiscal metrics.
Argentina: election surprise amplifies market and political risks
Opposition candidate Alberto Fernandez won by larger-than-expected margin against President Macri. At this point, markets price in Fernandez’s victory in October elections.