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Opinion
Strategy,
February 2018
Back to normality
We remain constructive for equities, due to the synchronized global recovery, which we expect to underpin strong earnings growth. Given that until recently, investor sentiment was near record highs, we think that some sort of correction was indeed (...)
Opinion,
February 2018
Vietnam & Cambodia - Asian frontiers on the front foot
Opinion,
February 2018
The current volatility episode should be temporary
We have been expecting a pick-up in market volatility as part of our global outlook for 2018. The current volatility episode should, however, be temporary as market participants take note of the gradual normalisation of inflation and monetary (...)
Opinion,
February 2018
Spread products perform well despite higher yields
The overall friendly environment on financial markets prevailed last week. While euro area macroeconomic data were on balance mixed, US data were slightly better than expected.
Opinion,
February 2018
Tailwind for European Stock-Pickers
Markets took a breather after weeks of appreciation. European stocks underperformed, caught in between the repricing in govies yield and a rising Euro. Japanese and EM stocks were resilient.
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Equities head for choppy ride as higher yield market takes hold