monetary policy

Global economic cycle is among the longest in history

Perhaps surprisingly, Europe was the second best-performing regional stockmarket in the world in the first half of 2019.

In times of uncertainty and geopolitical tensions, corporate bonds with an investment grade rating are commonly considered as the new safe havens. 

The one trade to watch out for

Dovish shift in Fed policy as economic data deteriorates

Central bank's U-turn should be welcomed

Central banks in tight position in case of downturn

Maintaining overweight position to the region

Political and structural changes abound

QE could be back soon