The aftershocks of the Covid-19 earthquake
Contagion speed is key for markets to reach turning point
Risk-taking around the 3Gs: Geopolitics, Growth, Green
Records, surprises and opportunities
December, Q4, 2019 and 2010s Performance Review
The “reflation trade” appears real, but risks are still elevated.
Sentiment rebound favours rotation towards value
The view from EMEA