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Macro-economic trends and financial markets are the raw material of our business. Our Research & Investment Strategy (R&IS) team carries out extensive research to generate forward-thinking analyses for our clients. It also enables us improve the performance of portfolio managers and develop insight-driven solutions.

 

 

06/12/10 - Global recovery on track €: ‘Shock and awe' strategy coming

The global economy is in relatively good shape, after the double dip scare caused by the slowdown of US and China in the Summer. Leading indicators from China / US / Europe are pointing to robust...

10/11/10 - Global recovery re-ignited

The global soft patch that unsettled the financial markets in 2Q and 3Q is coming to an end. Real cyclical indicators from China, Europe and the US have all turned more positive. Since we thought...

18/10/10 - Early signs of normalization in Euro money markets

Interbank lending rates increased significantly at the end of September.

04/10/10 - Slowdown + uncertainties = confusion = volatility

Further weak data from US and the imminence of further quantitative easing in the US are supporting the pessimistic camp in the markets, despite more robust data from China and Germany. The end of...

27/09/10 - US Equities: In earnings we trust

We have long held the view that 2010 will be marked by a strong earnings recovery.

13/09/10 - Slowdown + uncertainties = high risk aversion

Further weak data from US and China have reinforced the markets' suspicion that a global double dip might be in the offing, despite more robust data from Japan and Germany. The end of the...

13/09/10 - M&A train back on track

Last month saw two major M&A deals: BHP's US$44bn offer for Potash Corp Saskatchewan and the merger of GDF Suez with International Power worth US$26bn.

23/08/10 - The global economy is slowing

Further weak data from US and China have reinforced the markets' suspicion that a global double dip may be in the offing, despite more robust data from Japan and Germany.  The end of the...

07/07/10 - The global economy is slowing

Weak data from US and China have reinforced the markets' suspicion that a global double dip may be in the offing, despite more robust data from Japan and Germany. The end of the...

22/06/10 - Global economy: and now the slowdown (not the double dip)

Equity markets are unsettled by € debt crisis and a possible hard landing in China. My view
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Eric Chaney

"One of the key roles of our research capability is to turn facts & figures into robust, high-quality analyses, which our investment professionals can rely upon, day in and day out."

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