Research & Strategy
Our Investment Strategy approach
Financial markets and the economy are intimately linked. The price of financial assets includes information on the...
Financial markets and the economy are intimately linked. The price of financial assets includes information on the...
Investment strategy
Financial markets and the economy are intimately linked. The price of financial assets includes information on the business cycle, the relative value of financial assets, and investors’ perception of economic indicators. Conversely, economic policy has an impact on growth, inflation, exchange rates… all key variables affecting the financial markets.
The...
Our Investment Strategy approach
Economic Outlook
Every quarter, the Investment Strategy team shares its economic and market forecasts.
Every quarter, the Investment Strategy team shares its economic and market forecasts.
Investment strategy
Every quarter, the Investment Strategy team shares its economic and market forecasts.
Economic Outlook
Fixed income
A complete offering in terms of bond portfolio management
A complete offering in terms of bond portfolio management
06
Nov
2018
Braving the elements
The current outlook is characterised by sustained growth, mainly driven by the US with signs of moderation elsewhere.
The current outlook is characterised by sustained growth, mainly driven by the US with signs of moderation elsewhere.
Investment Strategy
The current outlook is characterised by sustained growth, mainly driven by the US with signs of moderation elsewhere.
Braving the elements
12
Jul
2018
Quarterly Outlook
Quarterly Outlook Q3 2018
Quarterly Outlook Q3 2018
22
Jan
2018
Another Lap
Investment Strategy - Outlook 2018 (Another Lap)
Investment Strategy - Outlook 2018 (Another Lap)
23
Oct
2017
The Bigger Picture
Investment Strategy - October 2017
Investment Strategy - October 2017
01
Aug
2017
Still Half Full
Investment Strategy - July 2017 (Still Half Full)
Investment Strategy - July 2017 (Still Half Full)