House View

ECB action in focus

The ECB decided last week to lower the pace of its bond purchases via the PEPP. What are we expecting at the next meetings and what are the investment implications?

Weekly Insights

No culture, no future

Did you know that the cultural sector employs more than the car industries of Europe, Japan and the US combined? Listen to John Plassard’s Weekly Insights to get a glimpse of how exactly culture impacts the well-being of our society.

Weekly Insights

Jobless USA

This week, John Plassard takes a deeper look at the American market, and more particularly at how the American unemployment crisis is shaping it. Listen to his Weekly Insights to know more.

Bond moment

A controlled skidding

Catherine Reichlin today focuses on a credit market that is not enjoying the same positive trends as other credit markets: the Chinese high yield. Why does it suffer such a decline?

Weekly Insights

Catch me if you can

Who’s making money on branded shoes? John Plassard tells us more about this lesser known aspect of that industry.

Bond moment

The LATAM landscape

This week, Catherine Reichlin takes us for a tour of Latin America, detailing the various reasons for the overall concerning situation.

Weekly Insights

In the lap of luxury

In spite of facing major headwinds, the luxury sector still holds investment opportunities. But which ones? John Plassard tells you more in his Weekly Insights!

Bond moment

Greetings from Russia

The central bank of Russia has recently become the focus of all foreign investors' attention. Why is Russian debt suddenly so attractive? Our expert Catherine Reichlin has made it the subject of her Bond Moment.

Weekly Insights

Dive into Jackson Hole

John Plassard is back and invites us to dive directly into the special circumstances that surround the 2021 Jackson Hole meeting, which will be held next week. What do investors expect? Where could surprises arise?

Macro Update

US monetary policy spillover: will this time be different?

In this week’s Macro and Strategy Update, Gero Jung invites us to take a look at the world economy and analyses how different economic recovery patterns may impact investment behaviors.

Bond moment

Inflation isn't the same for everyone

Catherine Reichlin today looks at the inflationary situation in Turkey, whose central bank is in a particularly uncomfortable position. Will it fight inflation or give in to Mr Erdogan's pressure to lower interest rates?

Weekly Insights

Smartphone renaissance

Just when we thought the smartphone market had already reached its peak… Well it appears that this investment theme could still have more wind in its tail…

Macro Update

Oily grail

Oil prices have risen tremendously since the beginning of 2021 and almost 10% in June alone. What are the possible reasons and the investment opportunities of such a configuration?

Bond moment

Against the tide

While several central banks are considering scaling back measures supporting the economy, the ECB goes against the tide. What does that mean for bond markets? Listen to Catherine Reichlin's Bond Moment for more information on the situation.

Weekly Insights

Cyber-attacks, a global threat?

Cybercrime is the biggest threat towards businesses. What are the costs linked to this malicious activity and what are the future trends? Listen to John Plassard’s analysis on this sadly trending topic.

Macro Update

USD positionning

The USD strongly reacted to recent events. So what is our positioning on the US dollar after the last FOMC and ECB meetings?

Bond moment

The Great Leap Forward

China, known as the most polluting nation, has the ambition to become carbon neutral by 2060. This goal requires huge financial needs, which take the form of green bonds. But are they genuinely "green"?

Weekly Insights

Troubled waters

Water is so present in our everyday life that we usually forget that it is a precious and limited resource. Investors could play a key role in fighting water scarcity, but how concretely? Listen to our expert John Plassard for smart and responsible investment insights!

Macro Update

Is China becoming an inflation exporter?

In this Weekly Macro and Strategy Update, Gero Jung tackles two important questions: is the Middle Empire becoming an inflation exporter? What factors could possibly explain this phenomenon?

Bond moment

Preparing to move ahead

Chinese credit markets have the best year to date performance, so what shadow is currently looming over them? Catherine Reichlin takes us to the Middle Kingdom and demonstrates that the domino effect is not only confined to the political sphere!