Some of our investment ideas
Date: 16 July, 2020
The Great Recession was the turning point According to data compiled by PIIE (Peterson Institute for International Economics), the development. . . .
Fixed income. Emerging sovereign debt
Date: 9 July, 2020
The latest IMF World Economic Outlook provides a valuable snapshot amid the ongoing pandemic. Compared to last April, it paints. . . .
Equities. the worry of a 2nd wave ?
Date: 25 June, 2020
Equity markets are worried about the arrival of a second wave of coronavirus Cases are increasing in Europe, the United. . . .
Ahead of a food crisis ?
Date: 18 June, 2020
Ahead of a food crisis ? The global framework for food prices has become more uncertain with climate change and. . . .
Another moment of the ECB’s determination to do whatever it takes
Date: 11 June, 2020
The ECB delivered a larger and longer than expected Pandemic Emergency Purchase Program (PEPP) envelope increase by €600bn to €1350bn. . . .
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