News and notifications
News and information about our funds and market commentaries.
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Confidence in the past
April is easily summed up: It was a good month for both equities and fixed income. In fact, 2019 has been a good year so far, despite initial drops in both consumer confidence and business climate surveys on both sides of the Atlantic.
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Financial markets and the economy in 2018
In 2018, all eyes were on a turning point that, despite several warning signs, failed to appear.
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Random talk
So the S&P 500 just set a new record, of sorts: The first quarter of 2019, posting a total return of 13.6 per cent, was the best first quarter since 1998.
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Don’t pop that champagne
Did you expect to read about waning fears of an all-out trade war between the US and China? Maybe you thought we’d provide a fresh take on the Chinese economy or growth in the eurozone?
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Pick a number. Any number
Did it ever strike you that 31 December is a totally arbitrary date? It just so happens that we have decided to let that particular day denote the end of the year.
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A lousy month that may have made life a bit easier
There’s no two ways about it: December was a lousy month in the financial markets.
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Fixed Income Risk Dispersion in Times of New Risks
With the end of the European Central Bank’s (ECB) asset purchases in sight, European fixed income investors are now facing several new challenges.
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Business as unusual as usual
If you disregard a wee bit of volatility, November was a rather uneventful month in the global stock markets.
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Tricked or treated?
Now, what to make of October? Some would say it looked pretty scary for a while.
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Portfolio manager commentary Pareto Global
The continued escalation of the trade war between China and the United States, as well as rising interest rates have put a pressure on markets. Whilst at the same time we see a strong underlying growth in earnings for companies in our portfolio.