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MARKET INSIGHT - January2022

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2022: equities are still preferable to bonds.

We’ve gone into the New Year with COVID-19 hanging over us, pretty much as it was last year. However, the latest news about Omicron seems fairly encouraging, even if the variant looks more contagious with every passing day.
In general, the pandemic dominated the markets in the fourth quarter of 2021, triggering erratic movements in all financial assets. Economic conditions – especially the Federal Reserve’s decision to...

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MARKET INSIGHT - December 2021

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Everything was going so well on the economic front…

Everything seemed to be going so well in the first weeks of November, at least on the economic front. Inflation was still worryingly high in many countries but the economic figures and leading economic indicators were generally pointing towards a strong expansion in 2022.
In this regard, nobody could deny that...

 

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MARKET INSIGHT - November 2021

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Under the influence of a good earnings season

For the financial markets, and particularly the stock markets, October could not have been more different from the preceding month.
After the return from the summer break, investors had their doubts about the economic and financial outlook. Heightened fears of...

 

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