归档： Publications

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11 月 21

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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…

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10 月 21

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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…

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9 月 21

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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…

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8 月 21

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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…

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6 月 21

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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.

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5 月 21

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MARKET INSIGHT – May 2021

An excellent and well-timed earnings season!

Expectations in terms of earnings growth in the first quarter of 2021 were high, and yet figures reported by companies are proving even better than expected, both for technology stocks and across the board.

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4 月 21

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MARKET INSIGHT – April 2021

Economic growth and interest rates leave markets caught between a rock and a hard place

These are challenging times for the world’s financial markets.

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3 月 21

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MARKET INSIGHT – March 2021

One month seems indistinguishable from the next…

The return of market volatility, which we featured in last month’s Market Insight, remained unchecked in February.