More than 10 years after the first tremors of what would become the global financial crisis (GFC), we expect global growth will finally return to its trend rate of 3.7% in 2018. The real question for us is whether this is more than just a cyclical upswing. Recovery from the… Read More »
According to its latest minutes, the ECB’s future communication will evolve gradually if activity continues to expand, a view widely shared among Governing Council members. In particular, ECB members focused on a gradual transition from the present conditionality of the APP to a broader concept of forward guidance, comprising various… Read More »
The Tax Cuts and Jobs Act is poised to boost a U.S. economy already running at full capacity. A windfall from lower taxes and incentives for capex could spur more consumer and business spending and corporate deal-making. A likely convergence in tax rates could create winners and losers, rippling across… Read More »
Natixis Investment Managers, one of the world’s largest asset management firms and the asset management arm of French bank Group BPCE, has acquired a minority stake in specialist aircraft lease and asset management firm Airborne Capital. The stake was acquired for an undisclosed sum from the existing shareholders, comprising Airborne’s… Read More »
An enthusiastic investment specialist with over 30 years’ experience in the field of wealth management, René Morgenthaler took over as head of discretionary management at Banque Bonhote on 1 December 2017. Formerly CIO at Royal Bank of Canada in Geneva, he began his career as a currency trader and then… Read More »
Bank REYL & Cie has just unveiled its new website. With its modern design and its operation favouring greater interactivity, it incorporates the latest trends in Web development to showcase the best of REYL Group’s unique characteristics. Placing emphasis on its image, it includes new corporate films that stress its… Read More »
With the end of 2017 near, the leaders of our investment platforms gathered to talk about the evolution of the investment environment over the past 12 months and what they expect for 2018. Joseph V. Amato (President and Chief Investment Officer, Equities – Neuberger Berman) : The optimism of the… Read More »
Stephen Mitchell -
The next twelve months are likely to see continued synchronised global growth across both developed and emerging markets, says Stephen Mitchell, Head of Strategy, Global Equities at Jupiter Asset Management. A potential dark cloud is gathering in the form of the US Federal Reserve (the Fed), as the U.S. navigates… Read More »
Mario Draghi’s stance is guarded. His latest press conference gave no indication of the change in communication tone that we are set to see from the European Central Bank in January. The ECB is finally taking on board the strength of the economic cycle and so its communication stance must… Read More »
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