August 2019 - Another One (Tariff) Bites the Dust
Risk assets continued to climb higher throughout July, before selling off at the end of the month and beginning of August. The MSCI...
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July 2019 - Risky Assets End First Half on a Very Strong Footing
Risk assets rebounded sharply in June, reversing the selloff in May. The MSCI All-Country World Index rallied 6.6% on the month in $US...
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June 2019 -Will May's Pullback Bring Us Closer to a Deal?
Risk assets retreated sharply in May, with equities selling off, high-yield credit spreads widening and U.S. Treasury bond yields...
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May 2019 - Trade or Tweet ?
Risk assets continued their upward trend in April, marking the fourth straight month of gains. The MSCI All-Country World Index rose 3.2%...
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April 2019 - Too Fast and Furious
Risk assets continued their upward trend in March, marking the third straight month of gains. The MSCI All-Country World Index rose 1.0%...
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March 2019 - The Bulls are Marching on
Risk assets continued their upward trend in February, following January’s surge. The MSCI All-Country World Index rose 2.9% on the month...
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February 2019 - Powell Put Powers Markets
Risk assets surged in January, following the big sell-off at the end of 2018. The MSCI All-Country World Index rose 7.1% on the month and...
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January 2019 - Premature Recession Fears
Global equities tanked in December, led by Japan and the U.S. The MSCI All-Country World Index dropped 7.3% on the month, a -2 standard...
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December 2018 - Setting the Stage for a Year-End Rally
Global equities managed to rebound slightly during November, but it wasn’t a smooth ride. The MSCI All-Country World Index rose 1.3% on...
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November 2018 - Navigating Through Rough Waters
After a steady rally in the prior few months, October marked a significant downturn for equity markets and a sharp increase in...
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October 2018 - Preparing for a Stronger Second Half
The first half of 2018 has been driven by a much different backdrop than the one which prevailed in 2017. The synchronized global growth...
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September 2018 - Taking Advantage
After a shaky market during the first half of 2018, this last month have brought a sense of calmness. Equities did well and the VIX Index...
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August 2018 - Global Growth Picking Up
The first six months of 2018 were characterised by a slight slowdown in momentum and by growing trade tensions. This past month began...
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July 2018 - Preparing for a Stronger Second Half
The first half of 2018 has been driven by a much different backdrop than the one which prevailed in 2017. The synchronized global growth...
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June 2018 - Summer Heats Up
At the beginning of the year, we identified the withdrawal of central bank liquidity as one of the main contributors to a period of...
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May 2018 - Back to Normal
For investors, 2018 feels a lot different than 2017. Volatility is higher, returns are lower, risks seem greater and the direction of...
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April 2018 - Two-Sided Risk Emerges
The behavior of financial markets throughout the first quarter of 2018 stands in marked contrast to that which prevailed in 2017. The...
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December 2017 - The Pillars of Volatility
As we move into the final month of the year, 2017 is looking like one of, if not the least volatile years for the vast majority of asset...
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November 2017 - Stronger Growth Drives Markets Higher
Global equity markets recorded their twelfth consecutive month of gains in October as the cyclical upswing in global growth continues to...
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October 2017 - The Reflation Trade Returns
Global equity markets moved higher in September following a period of consolidation during the summer and produced another impressive...
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