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Results: 269 Matches

Jul 02, 2020 Macro

Investment Traffic Lights

June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.

Global, Fixed Income, Equities, Alternatives, Multi Asset
Aug 04, 2020 Macro

Investment Traffic Lights

In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Sep 11, 2020 Macro

Investment Traffic Lights

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Oct 02, 2020 Macro

Investment Traffic Lights

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Nov 06, 2020 Macro

Investment Traffic Lights

The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Dec 03, 2020 Macro

Investment Traffic Lights

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Jan 07, 2021 Macro

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Feb 03, 2021 Macro

Investment Traffic Lights

The U.S. elections, progress on vaccination, good quarterly figures and plenty of liquidity continue to drive the markets, which in some sub-segments are showing bubble symptoms.

Alternatives, Equities, Global, Fixed Income, Multi Asset
Mar 03, 2021 Global

Investment Traffic Lights

Rising (real) yields spooked markets in February. The risk is not over, but we consider it transitory.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Apr 07, 2021 Global

Investment Traffic Lights

The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.

Alternatives, Equities, Multi Asset, Fixed Income, Global
May 04, 2021 Global

Investment Traffic Lights

April was a pleasant month for most investors.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Jun 04, 2021 Global

Investment Traffic Lights

In May most risk assets continued to rise, with some equity indices in Europe and the United States reaching new highs.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Jul 02, 2021 Global

Investment Traffic Lights

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.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Aug 04, 2021 Global

Investment Traffic Lights

Mid-July turbulences as well as several flareups in emerging markets provide a reminder of the need for vigilant patience.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Oct 06, 2021 Global

Investment Traffic Lights

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.

Alternatives, Equities, Multi Asset, Fixed Income, Global
Results 91-105 of 269
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