Following up on last week’s Global View report about $1.9 trillion stimulus bill  signed into law by President Biden last week, we thought it would be appropriate  at this time to discuss the conundrum the Fed is facing ahead of this week’s most  anticipated meeting.

We keep hearing about the inflation slowly becoming a mainstream theme. “Slowly” because, we, as the Fixed Income Committee produced our first piece in October ’20, flagging the risk of rising inflation in 2021 driven by the exceptional measures introduced by banks and governments across the...

Everything is unfolding as expected. In our 2021 outlook as well as during Azimut annual convention, we had outlined two main risks for 2021 for financial markets: the inability to contain the pandemic due to the mutation of the virus or problems with vaccine rollouts, and expectations of a...

One thing we can be certain of is that the early part of this millennium will be remembered in the history books as the years of central bankers.

We would like to introduce you to the first episode of our monthly Frontier Markets Podcasts Series. In these podcasts, we will discuss a selection of ‘Frontier’ markets around the world, with a special guest speaker from the country in question every month. In the first podcast, our focus...

What happened in equity markets earlier this year is a modern version of David versus Goliath Trapped at home in the midst of the pandemic with plenty of time and additional free money received from the new round of government payments, a motley crew of retail traders have given professional...

We are proud to share our first digital brochure, with insightful interviews and videos from our global investment team presenting market views, investment opportunities and asset allocation ideas for 2021.

Macroeconomic data from the United States as well as the rest of the world have diverged significantly in recent weeks.