المنشورات

Equity markets are threatened by rising interest rates following the historic rebound in inflation. Trend change in the “Growth” vs “Value” match. Complicated outlook for US equities. European equities are already approaching their 2021 targets. Key Points Rising US inflation and long rates threaten equity markets Trend change in the “Growth” vs “Value” match Complicated […]

International real estate goes toe to toe with equities. Vaccination campaigns offer new perspectives. Economic stimulus packages also benefit real estate. Key Points International real estate goes toe to toe with equities Vaccination campaigns offer new perspectives The long-term effects of the pandemic on international real estate markets should be kept in perspective Economic stimulus […]

Long-term interest rates will gradually rise across the board. Renewed attractiveness of dollar bonds. Investment strategy focused on USD, CAD, and AUD markets. Key Points Long-term interest rates will gradually rise across the board Renewed attractiveness of dollar bonds New upward trend in interest rates temporarily curbed by ECB action Trend reversal in interest rate […]

An incredible 2020 for commodities. Focus on the last two super cycles for commodities. Rapid inventory reduction. Four main factors supporting increased demand. Key Points An incredible 2020 for commodities Focus on the last two commodities super cycles Are we heading for a new positive commodities super cycle? Rapid inventory reduction Four main factors supporting […]

UK GDP contracted by -2.9% in January. Exports to the EU plunged by -40.7%. Economic recovery postponed to Q2. Rising long-term interest rates and the prospect of an end to the lockdown support the pound. Key Points  UK GDP shrinks by -2.9% in January Historic fall in British exports Border controls and breach of protocol […]