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June 22, 2018

How green is the World Cup?

In recent years, increased efforts have gone into making mega sporting events more sustainable, but will the pitches be the greenest part of World Cup 2018 in Russia?

June 21, 2018

How to deal with inflation fears

After 5 years of “lowflation” complacency and a persistent hunt for inflation revival that drove central banks to unprecedented QE intervention, inflation fears are finally returning across developed and emerging markets.

June 14, 2018

Is the Fed making a lone stand?

As expected, the Fed raised its base rate this week for the second time this year.

COFFEE BREAK YOUR WEEKLY DOSE OF MARKET NEWS

18 June 2018

WHAT’S NEXT?

Whether or not restoring the oil output that was cut last year will be discussed at the OPEC summit on Friday.
The ECB Forum on Central Banking will star this Monday with renowned speakers like Draghi, Powell and Kuroda.
Global flash PMIs for June are likely to be the data highlight of the week.

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Biotechnology, “a sector interesting on a long-term horizon”

June 12, 2018

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June 20, 2018

America first policies maintain worldwide turmoil

America First policies continue to be one of the main investor sentiment drivers around the world.

June 20, 2018

Tech: a new risk factor?

The first paper of Fama & French on equity risk factors came out 26 years ago: The Cross-Section of Expected Stock Returns, June 1992.

June 15, 2018

Investing During the World Cup: a Question of Psychology?

At last! After long months of waiting, the kick-off of the 21st football World Cup is here.

June 12, 2018

Biotechnology, “a sector interesting on a long-term horizon”

Biotech companies are particularly interesting for investors, as they are a fertile ground for constant innovation and scientific progress.

June 11, 2018

Belgium: GDP growth keeping up… but real estate prices to remain sluggish

Most economic indicators suggest that Belgium’s growth rate should remain slightly below the Euro area average in 2018 and 2019.

June 8, 2018

A Russian hat-trick*?

With us now only one week away from the opening game, Russia seems to be ready for the start of the 2018 World Cup.

June 4, 2018

Tactically long on USD & NOK

The overall framework – based on rate differential, carry-to-risk and economic surprises – is negative for the US dollar.

June 4, 2018

Activity-cycle trend still intact across G4 countries

The robust activity-cycle trend remained intact over the month across most G4 countries, with the expansion stage remaining well-anchored.

June 4, 2018

Still overweight on Hard Currency credits

EMD posted a negative monthly return, driven primarily by a 10Y US Treasury correction as the 'flight to safer' core rates theme from March reversed and the USD strengthened.