Market Views
MARKET VIEWS - EM Currencies: The Fed’s Pause Provides Short-Term Support
by Rémi Bourgeot
13 March 2019
A “Fed Collar” Is Likely To Support The Markets In H1-2019
by Alessandro Magnoli Bocchi
27 February 2019
Global Economic Outlook and Strategic Asset Allocation For 2019: Skating on Thinner Ice
by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi
18 December 2018
July 2017 - November 2018
Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth
by Alessandro Magnoli Bocchi And Francisco Quintana
26 November 2018
Hedging The Risk of A Potential Emerging Markets Crisis
By Alessandro Magnoli Bocchi Pablo Gallego Cuervo Francisco Quintana
2 November 2018
The Divergence Betwween US and Other Countries is Still Increasing
By Alessandro Magnoli Bocchi and Francisco Quintana
27 September 2018
EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies
by Rémi Bourgeot
4 September 2018
December 2017 - June 2018
ASSET ALLOCATION & MARKET UPDATE - Rising Risks in EMs From Decline in Global Liquidity
by Alessandro Magnoli Bocchi
and Francisco Quintana
26 June 2018
Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets
By Alessandro Magnoli Bocchi
and Francisco Quintana
3 May 2018
Asset Allocation Update: Cautious Risk Exposure With Defensive Positioning
by
Alessandro Magnoli Bocchi
and Francisco Quintana
29 March 2018
Volatility and Inflation Fears Likely to Continue Weighing on Markets
by Nouriel Roubini
and Brunello Rosa
14 February 2018
Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning
By Alessandro Magnoli Bocchi
22 December 2017
EM Currencies: Still Pressured, but more Resilient to Normalisation
by Rémi Bourgeot
6 December 2017