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Some markets have been correcting since September, as inflation could turn out higher and growth lower than hoped. But even then, the markets may have some scope to advance.
By: Martin Moryson
Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.
By: Elke Speidel-Walz
A more complex relationship with a global impact
More open than ever – But what will markets make of it?
By: Francesco Curto, Jason Chen
Mid-July turbulences as well as several flareups in emerging markets provide a reminder of the need for vigilant patience.
By: Francesco Curto, Colin McKenzie
Higher rates driven by higher growth expectations should be broadly positive for equity markets (especially at the cyclical end).
By: Darwei Kung
An OPEC+ agreement – finally
June was quite positive for the markets. Vaccination progress and good data coincided with reduced concerns about inflation. But the upswing is likely to lose momentum.
By: Michael Lewis
In this paper, we examine the social factors that pertain to companies and why this is attracting increasing attention among institutional investors.
By: Peter Warken, Marc Möhrle
Gold-price setback after hawkish Fed
In May most risk assets continued to rise, with some equity indices in Europe and the United States reaching new highs.
