- Brexit still weighs on GBP, but the situation on rates and equity could normalise
Brexit still weighs on GBP, but the situation on rates and equity could normalise
Wednesday 12 February 2020
Research / Market, Investment Talks
Now that the United Kingdom is officially out of the EU, a new phase has opened up, during which UK officials will have to negotiate a trade deal with the EU to avoid a ‘Brexit cliff edge’ at the end of 2020. The available time span is short, but an agreement is possible on either a trade deal, another extension or some mixture of the two. The negotiations should be simplified now the UK is able to rely on a solid parliamentary majority, while on the EU side there can no longer be any hope that the UK will remain in the EU.
The day after #5 - New Frontiers for Central Banks
Central Banks (CBs) are by nature more flexible than governments. Thus, they have been the most proactive in this crisis, reintroducing large-scale asset-purchase programmes financed by money creation (QE policies).
Cross Asset Investment Strategy - June 2020
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Trajectory Monitoring in Portfolio Management and Issuer Intentionality Scoring
2°C alignment has become a major issue for climate-aware portfolio management. There are sophisticated initiatives aiming to predict corporate emission intensities from 2030 up to 2100.