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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?
Mid-July turbulences as well as several flareups in emerging markets provide a reminder of the need for vigilant patience.
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.
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.
April was a pleasant month for most investors.
The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
Rising (real) yields spooked markets in February. The risk is not over, but we consider it transitory.
Less volatile markets ahead of Chinese New Year
