News & Markets

Cross Asset Investment Strategy - November 2019

Cross Asset Investment Strategy October 2019

Central banks have confirmed the shift to a much more accommodative stance. 

Cross Asset Investment Strategy - September 2019

Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports.

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.

Italian Politics takes Centre Stage

Political crisis and possible scenarios: The Deputy PM Matteo Salvini recently withdrew his party’s support to the coalition government headed by PM Giuseppe Conte, calling for a vote of no-confidence against the PM and subsequent snap elections. 

Infographic - Global Investment Views August 2019

Glass Half-Full, Thanks To Central Banks