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Expertise 14.06.2018

Initial Thoughts on Trump-Kim Summit

Tame market response to the summit is accurately priced, in our view, with still low expectations of a real breakthrough in the near term to trade the ‘peace dividend’ or ‘economic reconstruction’ themes.

Expertise 11.06.2018

Why Value Investing is not Dead in Japan

In this paper, we will take a closer look at what could be the drivers or catalysts for value stocks to come back into favour.
Expertise 01.06.2018

Navigating choppy waters

After strong growth in Q4, activity was relatively weak in Q1, particularly in developed economies. Where is the global economy going in the next quarters?

A lire également

Expertise 14.06.2018

Initial Thoughts on Trump-Kim Summit

Tame market response to the summit is accurately priced, in our view, with still low expectations of a real breakthrough in the near term to trade the ‘peace dividend’ or ‘economic reconstruction’ themes.

Expertise 11.06.2018

Why Value Investing is not Dead in Japan

In this paper, we will take a closer look at what could be the drivers or catalysts for value stocks to come back into favour.
Expertise 01.06.2018

Navigating choppy waters

After strong growth in Q4, activity was relatively weak in Q1, particularly in developed economies. Where is the global economy going in the next quarters?