The geopolitical factor vanishes as suddenly as it appeared
The performance of the markets over the past month does not necessarily tie in with the results one might have expected when Russian troops first crossed the border into Ukraine.
What new order will arise from the ashes of the war in Ukraine?
By deciding on a full-scale invasion of Ukraine and resorting to attacks on civilians, Vladimir Putin surprised most observers.
The Federal Reserve (abruptly) shuffles the deck!
Market conditions deteriorated in January, with equities highly volatile.
Question marks left over the future of COVID-19 and the geopolitical situation (Ukraine) understandably made investors more cautious after a solid performance at the end of last year. However, the shock to the markets came from the…
2022: equities are still preferable to bonds.
We’ve gone into the New Year with COVID-19 hanging over us, pretty much as it was last year. However, the latest news about Omicron seems fairly encouraging, even if the variant looks more contagious with every passing day.
In general, the pandemic dominated the markets in the fourth quarter of 2021, triggering erratic movements in all financial assets. Economic conditions – especially the Federal Reserve’s decision to…
Everything was going so well on the economic front…
Everything seemed to be going so well in the first weeks of November, at least on the economic front. Inflation was still worryingly high in many countries but the economic figures and leading economic indicators were generally pointing towards a strong expansion in 2022.
In this regard, nobody could deny that…
Under the influence of a good earnings season
For the financial markets, and particularly the stock markets, October could not have been more different from the preceding month.
After the return from the summer break, investors had their doubts about the economic and financial outlook. Heightened fears of…
Volatility back on the agenda for investors
One month seems indistinguishable from the next on the financial markets, at least as regards the increasingly important role that Chinese news is playing for international investors.
This was illustrated in September by the saga of the Chinese property developer Evergrande’s possible default, which fuelled…
As quickly as possible, but as slowly as necessary
The question of whether central bankers, and the Fed in particular, would reduce their asset purchases was the subject of much debate on the financial markets throughout August, although this was far from…
