Tag Archives: Monica Defend

Spring in Europe

After years in which Europe has been an area of concern for investors, we are finally entering, in our view, a more positive phase. Going forward, we believe that five questions will be top of mind for investors.     … Continue reading

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French Election Countdown

On Sunday April 23, the eyes of millions of Europeans will be on the outcome of the first round of French Presidential elections, as the vote is considered a test for the future of the European Union. A potential victory … Continue reading

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Brexit: What is Next after Article 50 Activation

With the triggering of Article 50 of the Lisbon Treaty, the UK has officially started the two-year process that will drive the country out of the European Union. The six-page letter was delivered to Mr. Tusk, the president of the … Continue reading

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Growth and Inflation: A New Narrative?

In the second half of 2016, the growth premium favored Developed Markets (DMs) vs Emerging Markets (EMs) – with DMs regaining the macro momentum lost in the first part of 2016. We now expect DMs and EMs to display similar, … Continue reading

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A Moment of Truth For Central Banks

(Part one of two.)  The spike in volatility seen during a busy September, with meetings of the major Central Banks (CBs) taking place, reveals unsettling dynamics that could potentially break the long period of complacency that has characterized markets in … Continue reading

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