A cycle like no other

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.

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Oct 04, 2019

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Sep 30, 2019 Central banks

Ready for sideways trading

Central banks have pushed valuations up, leaving little upside potential. We stick to equities and hedge portfolios.

Sep 25, 2019 ESG

Climate-transition risk and asset allocation

A methodology that focuses on climate-transition risk may help to identify investment implications of moving toward a low-carbon economy.

Sep 23, 2019 Macro

Private infrastructure and business cycles

Private infrastructure is a defensive asset class, but it tends to react to macroeconomic changes in multifaceted ways.

Sep 18, 2019 Central banks

Low for longer, but not lower

Yields are likely to remain low but not fall further. We believe a severe economic downturn would be needed to push them lower still.

Sep 13, 2019 Dividend

Still in love with equities?

There may be few alternatives to equities. However, that is no longer a sufficient reason to buy into every dip.

Sep 09, 2019 Macro Outlook

Rising risks

We expect a further gradual weakening in growth, caused by trade tensions and related uncertainties.

Sep 05, 2019 Central banks

A cycle like no other

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.

Sep 05, 2019 Forecasts

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