Macro View Video 09/09/2019

Recession fears are rising, as the trade war hurts confidence and investments globally. This is helping the negative yield disease to spread, with seventeen trillions of bonds now trading below zero.
How is this changing the investment world?

Vincent Chaigneau, Head of Research, discusses the outlook into yearend and shares investment recommendations.

Find out more: watch the video!

play-button The negative yield disease

Market View by Vincent Chaigneau,
Head of Research

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Market Compass January 2020

13/01/2020

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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Q&A ACOF

18/12/2019

As the tide of easy monetary policy slowly goes out, global markets face another challenging year. Yet 2019 will be very different from 2018, as the US economy is set to fall off its pedestal; the Fed will pause this summer, if not before. The great regional divergence of 2018 will thus end, and with it the impressive USD rally. This should bring selective relief to Emerging Markets, assuming the world economic landing continues to be soft.

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2020 Outlook Video – Repression, introspection, election

17/12/2019

In this video Vincent Chaigneau, Head of Research, shares key market views for the coming year. Find out more!

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