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Pour l’heure, la rotation hors des actions américaines l’emporte sur la menace de droits de douane
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Pour l’heure, la rotation hors des actions américaines l’emporte sur la menace de droits de douane

Les marchés donnent plus de poids à l’élargissement de la performance des actions et à l’accroissement de la prime de terme des obligations qu’aux risques qui pèsent sur la croissance en raison de la hausse potentielle des droits de douane.
CIO views: finding silver linings in bearish markets
cross assetAsset Management
cross assetAsset Managementfixed incomeconvertiblesInvestment strategiesequitiesalternativesDCDBBanksWholesalemulti-assetOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

CIO views: finding silver linings in bearish markets

As bearish sentiment grips, our CIOs consider areas of value arising from overly pessimistic market dislocations.

CIO views: are inflation concerns over-inflated?
cross assetAsset Management
cross assetAsset Managementfixed incomeconvertiblesInvestment strategiesequitiesalternativesDCDBBanksWholesalemulti-assetOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

CIO views: are inflation concerns over-inflated?

Are investors over-reacting to the long-term outlook for inflation? Our CIOs present their views by asset class.

CIO views: investing as war in Ukraine, inflation shape the outlook
cross assetSustainability
cross assetSustainabilityAsset ManagementInvestment strategiesfixed incomeconvertiblesThemesequitiesalternativesDCDBBanksWholesalemulti-assetOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of fundsMacro

CIO views: investing as war in Ukraine, inflation shape the outlook

Volatility, inflation and the Russia-Ukraine conflict are challenging the market outlook for 2022. Our CIOs consider the context across asset classes.

CIO views: turning volatility's downside up
cross assetSustainability
cross assetSustainabilityAsset ManagementInvestment strategiesfixed incomeconvertiblesThemesequitiesalternativesDCDBBanksWholesalemulti-assetOfficial institutionsThird party asset managersConsultantsGeronne IndependantsInstitutionalInsuranceEndowmentsFund of fundsMacro

CIO views: turning volatility's downside up

Uncertainty and dispersion are defining 2022 markets thus far. Where can investors find opportunities when volatility is high and visibility is low?

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