Perspectives

2016: growth, but no momentum

Growth is gradually normalising as cyclical weaknesses abate, and we expect fairly healthy rates of economic growth in developed economies in 2016. Moreover, we believe that an innovation shock could boost growth in the coming years — and indeed that a technological innovation shock has already begun, although its effects are still concentrated on certain sectors for now.

The markets’ pole star is fading

Since 2009, major central banks such as the US Federal Reserve, the European Central Bank (ECB), the Bank of Japan (BoJ) and others have largely determined the trends in the major asset classes of both emerging and developed countries: equities, sovereign and corporate bonds, and currencies. Investors found their guiding light in the central banks. […]

Political uncertainties weighing on the markets

One answer to cope with political uncertainty: diversification Comparing investors to tightrope walkers is obvious: both are constantly striving to perform a tricky balancing-act. When making decisions, investors are seeking to find the ideal balance between generating a good return and shouldering risk against a backdrop of uncertainties.The two crises involving Greece and China remind […]

Perspectives: Special edition 2015

Jean Monnet, in the aftermath of the Great Depression and well before he made his central contribution to realisation of the European ideal, remarked: “People only accept change when they are faced with necessity, and only recognise necessity when a crisis is upon them”. Shock-waves from the two major systemic crises of the last decade […]

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