- A view on small and mid-cap equities moving towards 2018
A view on small and mid-cap equities moving towards 2018
Tuesday 05 December 2017
Research / Market
"Valuations in European small and mid-cap stocks are not cheap, but this asset class continues to be favoured by the positive economic backdrop, high exposure to domestic dynamics, and possible increase in M&A."
Global Investment Views - August 2018
"Concerns about trade continue to take centre stage. While US assets have so far been resilient amid escalating protectionist rhetoric, markets targeted by tariffs are under pressure."
Where will the next financial crisis come from? Are we ready to confront it?
"The world is not yet completely out of the 2007- 2008 financial crisis, but the risk of a new crisis already arises. The theme of “regime shift” (volatility, interest rate, inflation, etc.) has resurfaced, which led to a marked correction in financial markets in January – February."
Asset Class Return Forecasts - Q3 - 2018
"The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and we expect it to slow further in 2020."