- Global Investment Views - February 2019
Global Investment Views - February 2019
Wednesday 23 January 2019
Research / Market
Global Investment Views - February 2019 - CIO Views
Kick-off 2019 with courage and discipline
After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an increased optimism on trade negotiations. As the current reasons for optimism should be confirmed, we believe it is time to reapproach the areas of risk assets where the correction has brought value back, especially in emerging markets.
Economic Modeling of Climate Risks
Climate change is a subject that has been largely addressed from both macroeconomic and energetic standpoints.
Eurozone: a mere dip or a sustained slowdown?
After a long series of disappointments in 2018, euro zone economic figures have remained very mixed so far in 2019.
Recent stalemate leaves all options on the table