In his latest macro view video, Vincent Chaigneau, Head of Research, discusses the stark contrast between the risk rally and economic green shoots on the one hand, and the inverted yield curve, persistently low bond yields and residual challenges on the other. He concludes by sharing investment recommendations.
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Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.