- Global Investment Views - June 2019
Global Investment Views - June 2019
Wednesday 29 May 2019
Research / Market
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.
Blue Convictions - SPECIAL COVID-19 ep#3 - A game of cycles
The world is now entirely racing for time against the Covid-19.Three cycles are under watch: the pandemic cycle, the financial cycle and the real economy cycle.
Blue Convictions - SPECIAL COVID-19 ep#4 - Some light in the fixed income space
Volatility will remain for a while in the equity and fixed income worlds. However, thanks to the action and coordination of central banks, massive debt issuance in Europe and in the US eased trading for both buying and selling sides.
Blue Convictions - SPECIAL COVID-19 ep#5 - The USA: opportunities in a market expecting a deep recession
The pandemic hit the USA, now the new epicentre of the storm. Fiscal and monetary stimulus came fast and in huge volumes to support the economy.