Draghi’s last act likely to disappoint

Draghi’s last act likely to disappoint

🕔13:07, 4.okt 2019

On September 12 the Governing Council of the ECB announced an extensive package of the monetary stimulus. It includes a deposit rate cut to -0.5%, the asset purchases program restarting November 1st, two-tier system for banks and easing of the

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CIO outlook: Opportunities in adversity

CIO outlook: Opportunities in adversity

🕔11:50, 4.okt 2019

When contemplating what the final months of 2019 might have in store, we are probably similar to many other investors in feeling somewhat apprehensive, given the challenges we face: trade tensions, slowing growth, policy uncertainty and, of course, Brexit. 

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The Macro Report – Trump, Johnson cloud outlook

The Macro Report – Trump, Johnson cloud outlook

🕔10:45, 4.okt 2019

Global growth continues to cool under the weight of the ongoing trade dispute between the United States and China. Our central scenario is for growth to muddle along with risks pointed to the downside. Worries about a potential recession in

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Slide 1

Slide 1

🕔09:40, 4.okt 2019

China has re-started purchase of US agricultural products including soybean and pork with tariff exemption, and the US delayed tariffs scheduled on Oct 1st by two weeks as a gesture of goodwill. These developments indicate that both sides are taking

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Monthly Commodity Insights –  …price forecasts for commodity markets

Monthly Commodity Insights – …price forecasts for commodity markets

🕔08:36, 4.okt 2019

Weaker economic drivers limit upside commodity prices After a drop below 170 in August, the CRB-index recovered to 180. The main driver was higher WTI crude prices, which account for 23% of the index. We expect more range trading in

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Positivity in a negative world

Positivity in a negative world

🕔07:31, 4.okt 2019

As we enter the fourth quarter of the year, we are seeing an environment of coordinated monetary easing amongst central banks around the globe. Most recently on 18 September, the US reduced interest rates for the second time this year,

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Takeaways from our Q4 outlook

Takeaways from our Q4 outlook

🕔07:30, 4.okt 2019

Mike shares what investors need to know as the final quarter of 2019 kicks off. The fourth quarter of 2019 kicked off with a market selloff and more evidence that a protectionist push is hitting the U.S. industrial sector. How

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Asset Allocation Consensus September

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