Macro View Video 02/05/2019

Risky assets proved to be very efficient this year, despite the fact that final investors have essentially avoided shares. Only recently have we noticed signs of excessive caution. The resemblance is surprising: is it a repeat of the 2016 rally? Are the economy and profits strong enough to support the stock market momentum? Will central banks continue to revive animal spirits? Have the ratings already been extended?

In his latest macro video, Vincent Chaigneau, Head of Research, addresses these questions and makes recommendations on investments.

Find out more and watch the video!

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Market View by Vincent Chaigneau,
Head of Research

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Market Compass July 2019

04/07/2019

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.

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Market view video: WET BLANKETS

07/06/2019

Watch this video and discover our experts view on financial markets.

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Market Compass June 2019

03/06/2019

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.

Read Now
More insights