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Focus

Davos, Trump, China and French growth

The world balance is changing under the influence of China as it seeks to establish a different path for globalization. America is trying to stage a response at Davos with the White House realizing that America needs its partners in order to be great again. Meanwhile, French growth is running into physical obstacles: the 2% trend is a peak, at least in the short term.

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Cryptocurrencies are no substitute for gold

Bitcoin’s parabolic price rise was the big story of 2017 – putting the spotlight on the cryptocurrency market. While gold’s performance was a solid 13%, it was a fraction of the 13-fold increase of bitcoin by the end of the year.

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Could The Strong Euro Delay QE Tapering?

The strong euro and its drag on inflation have increasingly been the subject of comments by the European Central Bank's Governing Council members. At $1.24 at the time of writing, the euro-U.S. dollar exchange rate is back to levels not seen since end-2014, before the announcement of quantitative easing in early 2015, and is 18% above its low point a year ago.

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ECB likely to remain prudent and patient

We expect no new monetary policy decisions by the ECB at this Thursday’s meeting. One main consequence of the strengthening of the euro is the effect on monetary conditions in the Eurozone, which have become less accommodative.

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Key points Investors should consider in 2018

Looking ahead in 2018, we consider the impact of Inflation and geopolitics to investments, examine the valuation level of assets and assess the risk of the market, in order to establish the key factors that could impact returns for this year.

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Economic Outlook — Growth Broadens, Returning to Trend

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.

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Disrupting the momentum

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.

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