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Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
10 May 2021
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Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
5 May 2021
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Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
3 May 2021
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With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
29 April 2021
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Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
26 April 2021
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Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
19 April 2021
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European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
12 April 2021
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US Infrastructure Bill.We believe the much-anticipated infrastructure spending plan in the US gives the Biden Administration an unprecedented opportunity to...
29 March 2021
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Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
24 March 2021
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Fed – Words are not enough anymore.At the well-anticipated March meeting, the Fed failed to reassure investors about the selloff...
22 March 2021
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Since the financial crisis, forward guidance has become a key part of the monetary policy toolkit. Constrained by the effective...
19 March 2021
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