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Allocation Perspective

Central banks: from doves to hawks?

07/27/2017

- Strong and synchronized global growth, with still no marked acceleration in inflation.
- Tension on long-term rates following tightening rhetoric from several G10 central banks.

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OPEC strategy: checkmate?

06/23/2017

- Confirmation of the first signs of a gradual slowdown in China and the US. Growth remains robust in Japan and the euro area.
- Trump’s economic agenda still at a standstill.

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Dear US equities …

03/24/2017

- The Fed hikes rates while the US legislative apparatus is sinking in the quicksand
of the American Healthcare Act and lifting the debt ceiling.
- China confirms it has successfully cooled down its economy.
- We are growing closer to the period of political risks in Europe (France, Italy).

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Doctor Yellen and Mister Trump

02/27/2017

Read market analysis by Raphaël Gallardo, Multi-asset strategist at Investment and Client Solutions investment division.

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