Global Investment Views June 2019
Friday 31 May 2019
Increased risk requires a cautious attitude
After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be struck, we believe that the risk of disappointment leading to another wave of volatility remains significant. Read More
Investment Talks Liquidity October 2019
Recent developments: A few high-profile fund suspensions have recently driven the focus back to market liquidity and how this can affect the ability of funds to meet certain redemption scenarios. Despite ample liquidity at the macro level, some areas of strain remain at the micro-level and could worsen in case of a material deterioration of economic conditions, a recession or a spike in volatility.
Investment Talks - US President Impeachment October 2019
The Democratic Party has announced the opening of an impeachment inquiry against President Donald Trump following revelations that he pushed Ukrainian President Volodymyr Zelenskiy to investigate the son of Democratic opponent Joe Biden. The impeachment process is long and articulated.
Brexit Update - Moving towards the October 31st deadline
What are the most recent updates?