Please find below the latest edition of our Outlook & Convictions, a publication from the Private Banking Investments team and experts from our Group.
This edition includes:
- An editorial by Nicolas Bickel, CFA, Group Head of Investment Private Banking;
- Our macroeconomic forecasts by Mathilde Lemoine, Group Chief Economist;
- Our views on the United States and Commodities from our Senior Economist, Manuel Maleki;
- Three articles outlining our perspectives on the Equity markets: in the United States, Europe, and Asia, by our Global Investment Research team and the manager of the EDR China fund;
- A special feature on two key sectors: luxury and automotive;
- An article on the megatrend of Global Security and Resilience, which is expected to further strengthen in the coming years;
- A focus on the bond market and "high yield" bonds as well as a forex update.