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Sticking with our strategic views

Editor - LMF International - 07/06/2022 10:30:07 (updated 07/06/2022 15:41:56)

•    We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »


Why we still prefer stocks over bonds

Editor - LMF International - 17/05/2022 09:50:45 (updated 17/05/2022 11:31:36)

·We recently cut risk, but stick with stocks over bonds for now. Equity prices now reflect much of the worsening… »


Global Markets Daily: Why Defaults Won’t Rise, Even If the Economy Slows

Editor - LMF International - 13/05/2022 10:14:30 (updated 22/10/2022 01:03:28)

■     The increasingly hawkish stance of monetary policy and heightened market volatility have focused investors on the prospect of a… »


Aero Titans Boeing and Airbus: Who Will Seize the Day?

Editor - LMF International - 12/05/2022 09:35:57 (updated 12/05/2022 10:15:26)

The venerable 105-year-old Boeing Company has been locked in competition with 21-year-old Airbus SE, which was born from the culmination… »


Biotech Sector: ETF Analysis Shows Overvaluation is Deflating

Editor - LMF International - 12/05/2022 09:02:23 (updated 12/05/2022 10:16:08)

While the biotech sector had long enjoyed investors’ attention, it was never as pronounced as around the time the pandemic… »


A rebalancing act to reduce risk

Editor - LMF International - 09/05/2022 17:58:43 (updated 09/05/2022 18:53:07)

•    We slightly reduce risk on a worsening macro outlook. We upgrade European government bonds and investment grade credit, and… »


Global Rates Notes: May 2022 Refunding Recap

Editor - LMF International - 05/05/2022 15:40:08 (updated 22/10/2022 01:03:29)

·Treasury announced across the curve cuts to nominal auction sizes in its May refunding announcement, surprising against our expectation for… »


European Daily: Speculating on an ECB Backstop

Editor - LMF International - 05/05/2022 14:57:41 (updated 05/05/2022 18:15:11)

ECB officials have signalled the possibility of a new backstop tool for sovereign debt markets. We think their main objective… »


S&P Global Ratings Raises Oil And Gas Price Assumptions On Persistent Geopolitical And Supply Concerns

Editor - LMF International - 03/05/2022 11:34:56 (updated 03/05/2022 13:26:43)

–    S&P Global Ratings raised its Henry Hub and AECO natural gas price assumptions for the remainder of 2022 and… »


Wage-price spiral ahead? Not really

Editor - LMF International - 02/05/2022 18:12:31 (updated 03/05/2022 13:27:30)

•    We don’t see a wage-price spiral. Companies are actually paying less in labor per unit of output, we find.… »


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Reg. Trib. MI n°775 - 15.12.2006
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