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Slowing growth requires defensive strategy
Fundamental weakness and the prospect of slowing economic growth confirm our defensive strategy... Read full article »
Get ready for an economic slowdown
Our macro economic scenario suggests a slowdown in the second half and next year, which is the... Read full article »
Thin markets, little change
Focus remains on the earnings reports that come in mainly above expectations, or at least in line... Read full article »
Our view on inflation
Anticipating the evolution of inflation and interest rates is crucial for investors, now more... Read full article »
US rate fears dim
US figures last week were weak and suggested that interest rate rises will be slower than expected. Read full article »
All eyes on the Federal Reserve
Markets have been stuck in a holding pattern awaiting the US interest rate decision this Wednesday. Read full article »
Moving to defensive sectors
We prefer to stick to a strategy of moving away from cyclical to more defensive sectors. Read full article »
Not a good equity outlook
We fear 2005 will be a worrisome year for the equity markets and we would not be surprised to see... Read full article »
US jobs again in the limelight
Most of the attention this week will again be on Friday's key US employment figures for May. Read full article »
Geopolitics rattle global equities
In our view the technical rebound last week will only be short lived and should be seen as an... Read full article »
Euro testing its support boundary
A quiet week for US economic data. But the euro is testing the boundary support of its long term... Read full article »
Good news can't drive the markets higher
We recently decreased our cyclical exposure ahead of the storm of the three C's and the topping... Read full article »
Bond yields likely to stay flat
Bond yields are likely to remain broadly flat over the coming week as the markets stabilize after... Read full article »
Focus on the Fed's Beige Book
Key publication this week will be the Fed's Beige Book which we expect to be upbeat on the... Read full article »
Employment figures stronger than expected
This week we expect German and French industrial production to have expanded in February on the... Read full article »
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