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Publications

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…

January 22

Publications

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…

December 21

Publications

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…

November 21

Publications

MARKET INSIGHT – November 2021

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…

October 21

Publications

MARKET INSIGHT – October 2021

Volatility back on the agenda for investors

One month seems indistinguishable from the next on the financial markets, at least as regards the increasingly important role that Chinese news is playing for international investors.
This was illustrated in September by the saga of the Chinese property developer Evergrande’s possible default, which fuelled…

September 21

Publications

MARKET INSIGHT – September 2021

As quickly as possible, but as slowly as necessary

The question of whether central bankers, and the Fed in particular, would reduce their asset purchases was the subject of much debate on the financial markets throughout August, although this was far from…

August 21

Publications

MARKET INSIGHT – August 2021

2021 — a more difficult year to manage than it appears at first sight!

Whilst part of Europe is still awaiting its arrival, the summer is nevertheless about to move into its second phase, (sometimes) synonymous with…

June 21

Publications

MARKET INSIGHT – June 2021

Summer period expected to provide significant clarification

Financial markets have not displayed any clear direction in recent weeks, which is not surprising given the economic context.