Archives: Publications

MARKET INSIGHT – August 2022

The worst is still possible although not necessarily probable.
The combination of a bond rally and the first earnings releases, which in general have shown companies’ resilience, have enabled a pronounced rebound in the main stock market indices over the past month.

MARKET INSIGHT – July 2022

The earnings season: decisive for the coming weeks.

Much has been said and written about the “extreme” conditions prevalent on the markets in June. Recent weeks have seen increased volatility, a bond crash and a slide into bear market territory, with inflation higher than expected in the United States and central banks accelerating the shift in their monetary policy.

MARKET INSIGHT – June 2022

Searching for the equilibrium interest rate

Beyond the geopolitical context and Covid-19 containment measures taken in China – which obviously had an impact on financial markets in
recent months – questions about interest rates have caused (high) volatility in financial assets since the start of the year.

MARKET INSIGHT – April 2022

The geopolitical factor vanishes as suddenly as it appeared

The performance of the markets over the past month does not necessarily tie in with the results one might have expected when Russian troops first crossed the border into Ukraine.

MARKET INSIGHT – March 2022

What new order will arise from the ashes of the war in Ukraine?

By deciding on a full-scale invasion of Ukraine and resorting to attacks on civilians, Vladimir Putin surprised most observers.

MARKET INSIGHT – February 2022

The Federal Reserve (abruptly) shuffles the deck!

Market conditions deteriorated in January, with equities highly volatile.
Question marks left over the future of COVID-19 and the geopolitical situation (Ukraine) understandably made investors more cautious after a solid performance at the end of last year. However, the shock to the markets came from the…

MARKET INSIGHT – January 2022

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…

MARKET INSIGHT – December 2021

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…