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Trends

Volatility – why we play it safe

Betting on low volatility has been a winning strategy lately. But how long can central banks still tame markets? We avoid playing with fire and ride safely.

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Busting the Frontier-Market Myths

Although frontier markets are a small subset of the emerging market universe, we think they represent an important constituency that offer some compelling potential opportunities.

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Eurozone is only in the beginning of an up-cycle

With the European economy in its strongest recovery since 2010 and European earnings expected to rise at a solid double-digit pace in 2017, the future for European equities looks bright. Europe is currently our preferred spot in global financial markets from an asset allocation perspective.

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3 trends for the next decade

Newfangled companies are appearing and developing a global presence almost overnight. They are omnipresent and you almost forget that in many cases, these companies, including Facebook (2004), Spotify (2006), Airbnb (2008), Uber (2009), Snapchat (2011) and Alibaba (1999), were founded no more than a decade ago

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HSBC: One Belt One Road Briefing Note

One Belt One Road is an infrastructure initiative conceived and promoted by the Chinese Government to connect more than 65 countries and 4.4 billion people worldwide corresponding to 40% of world GDP

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