Some of our investment ideas
Together or apart?
Date: 20 November, 2020
Democracy 1 - Propaganda 0 Based on polls, the markets’ narrative in the days before elections was as follows: a. . . .
China under the spotlight
Date: 5 November, 2020
The good Chinese management of the pandemic, like for Asia in general, allowed a V-shaped rebound in the economy. Golden. . . .
BoE on the way to negative interest rates
Date: 22 October, 2020
It is not currently the main scenario case, but negative rates are possible in the UK next year if Brexit. . . .
Deleveraging is going on
Date: 16 October, 2020
Large US firms are already starting to pay back the $350 bn that investment-grade corporates they have issued in 2020. . . .
Fed decision doesn’t help to love banks
Date: 9 October, 2020
In this time of economic stress, the Fed announced a renewal of restrictions in the fourth quarter dividend payout and. . . .
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