02 August 2022 Ethenea’s Siviero sees Swiss franc, yen as safe havens With a recession looming in Europe, investors again are on the lookout for...
20 July 2022 ECB seen doubling up with 50bp rate hike on Thursday Pressed by persistently high inflation in the eurozone, the European Central...
14 July 2022 Capital Group long-term outlook focusses on tech Semiconductors everywhere you look, the end of cash, the development of digital...
11 July 2022 Chart of the week: don’t be blindsided by recession The ISM Manufacturing Index, also known as the purchasing managers' index, fell...
05 July 2022 First German trade deficit in 31 years shows EU’s vulnerability Germany has unexpectedly reported its first trade deficit since 1991. The...
04 July 2022 Pimco: next five years will be anything but normal The global macro environment will continue to be anything but normal over the...
27 June 2022 Portfolio Day 2022: ‘Shareholder interests best served in US’ An investment portfolio today should consist predominantly of US assets. Impact...
22 June 2022 As Eurozone spreads shrink, ECB gets the benefit of doubt Increasing variations in interest rates on government bonds the Eurozone have...
23 June 2022 Quintet still sees long term quality in tech stocks Quintet Private Bank sees “significant long-term opportunities” in a world that...
23 June 2022 What can stop the Fed? The Federal Reserve is doing something else than what it says it is doing. At...
