Economic Outlook

Every quarter, the Investment Strategy team shares its economic and market forecasts.

September 2013 - #58

Only time will tell and in the meantime, we cannot help thinking about the fashion of "predicting China crash" that has flourished in our industry over the past 10 years.

July 2013 - #57

Traditional safe havens such as gold and US Treasuries have massively corrected by respectively 26% and 6% for the 10 years US bond since the beginning of the year.

April 2013 - #56

We’re sometimes asked the question how we can remain constructive risk assets if Europe continues to struggle, both in growth as well as systemic terms.