Weekly Insights

Todo sobre el FTSE

Hoy John Plassard vuelve con su estudio de "¿deberíamos comprar el FTSE100?" para darnos una actualización. ¿Existe una oportunidad de inversión real o no? Deja que te guíe a través de sus pensamientos.

Macro Update

Positioning overview

What is Mirabaud Asset Management's position on US dollar & gold? In this first video of 2021, our Senior Economist / Strategist Valentin Bissat gives us a brief overview, based on several political and economic factors.

Bond moment

Better little than less than nothing

What consensus for the euro zone bond market can we expect in 2021? Catherine Reichlin tells us that if the low level of bond yields is not good news for future performance, the measures announced by the ECB give reason to hope!

Macro Update

ECB watcher

How do the most recent actions taken by the European Central Bank impact the Swiss monetary policy? This is what our Chief Economist Gero Jung focuses on today, in this last Weekly Macro & Strategy Update of 2020.

Bond moment

We need more Caire

Diversifying sources of financing is key to limit dependence on creditors and Egypt is the perfect example. Above progressing in delivering its local debt on Euroclear, Egypt has been active on the green bond market since this autumn. This casts a light on the E of ESG. But what about the "Social" & "Governance" levels?

Weekly Insights

Generación de Lenguaje Natural (GLN)

¿Qué es GLN, cómo funciona y, en concreto, qué importancia tiene esta subdivisión de la inteligencia artificial como tema? Escuche a John Plassard y su avatar para saber más al respecto.

Macro Update

All about USD

Our economist & strategist Marie Thibout focuses on the US dollar today. They have been negative on USD since last March and implemented a double underweight for several profiles this summer. Was it a good call?

Bond moment

Abracadabra

Do the central banks have superpowers? And how would they affect bond markets? This is the magic trick explained by Catherine Reichlin today.

Weekly Insights

Avatar

¿Hasta qué punto los avatares pueden realmente reemplazar a los seres humanos? ¿Cómo se crean? ¿En qué campos podrían ser útiles y en qué sentido? Deje que John Plassard... o su avatar... les cuente acerca de este tema hoy.

Macro Update

Gold

How is gold doing and what role does it hold in our asset allocation? Along with the divergence between gold and bitcoin prices, Valentin Bissat tells us more about this in today's Weekly Macro & Strategy Update.

Bond moment

The love boat

Catherine Reichlin talks about credit markets and its reaction to the announcement that the Fed could end its credit facility programme. The symptomatic example of Carnival shows the ambient optimism linked to the materialisation of a vaccine but also to the certainty that at the slightest stress, governments will intervene again.

Weekly Insights

Janet Yellen

Hoy es la posible próxima Secretaria del Tesoro de los Estados Unidos, Janet Yellen, quien está en el centro del interés de John Plassard. ¿Cuáles serán sus próximos desafíos y cómo reaccionaron los inversores a su nominación?

Macro Update

2021 economic outlook

In today's issue, Gero Jung summarises his 2021 economic outlook... and while short term bumps in the road exist, the economic outlook looks overall encouraging next year!

Bond moment

Forced diet

Catherine Reichlin, our Head of Research, talks about bond scarcity and how this impacts investors... and more particularly the conservative ones. Listen to her Bond Moment to start your week.

Weekly Insights

Hot Topics

Hoy John Plassard ha decidido poner dos temas en el centro de atención: el atractivo de los mercados emergentes y la inestable situación de los restaurantes en Estados Unidos. Descubra sus pensamientos en sus Perspectivas semanales.

Macro Update

Opportunities

In today's Weekly Macro & Strategy Update, our Economist & Strategist Marie Thibout gives us a global review of the opportunities offered by the current sectorial rotation in global equity markets.

Bond moment

Bear with me

In today's Bond Moment, Catherine Reichlin evokes Russia's great comeback on the euro bond market. An interesting tactical choice with a timing that is rather based on political considerations (American elections) than economic or financial ones.

Weekly Insights

En el punto de mira

En Weekly Insights de hoy, John Plassard pone 3 temas clave en el centro de atención: el oro, la perspectiva del S&P500 y la rotación sectorial que aparece en los mercados de valores. Algo en que pensar antes del fin de semana.

Macro Update

Uncertainty

How exactly has uncertainty been affecting financial markets lately? And announcements of a Biden presidency and a COVID vaccine? Find out in Valentin Bissat's analysis.

Bond moment

In the Pocket

The Reserve Bank of Australia has been quite shy in terms of market measures so far. Until now. Catherine Reichlin takes us through the decisions taken in Australia.