Investment themes to consider in 2021 (1/5)
Since the mid-2000s, global growth forecasts have been falling and the period we are going through is only accentuating the trend
03
Feb
02
Oct
Difficult times for Turkey
Rising public deficits coupled with rising external deficits (twin deficits) have caused the Turkish lira to drop sharply. Since the last financial crisis in 2008, the lira has devalued by about 17% per year against the dollar. Over the period, the parity went from 1.20 to 7.80, thus reaching its historical high against the dollar (i.e. its lowest valuation)! This year, the TRY lost more than 30% against the greenback.
28
Sep
Rebound or recovery
Since the mid-2000s, global growth forecasts have been falling and the period we are going through is only accentuating the trend
16
Sep
Magazine Sphère
Dans quelle mesure pensez-vous que Next Generation EU, le plan de relance de 750 milliards d’euros…
25
Aug
Unstable equilibrium
The global economy is constantly changing and the period we are going through has set in motion profound trends.
17
Jul
Can’t see the forest for the trees !
While we are still in the process of understanding the Covid-19 consequences on the economy,…
19
Jun
Back to normal…
As the world gradually returns to normal, governments and central banks are spending to preserve and help the economy to recover rapidly.
02
Jun
The rise in equities is not handicapping defensive assets !
After the violent crash of global equity markets in March, one might have expected that during the (technical!) rebound, defensive assets would have been penalized.
04
May
BankMed (Suisse) SA reinforcing its investment team
Fadi Halout, Chief Executive Officer of BankMed (Suisse) S.A., is pleased to announce the appointment of Laurent Perusset as Chief Investment Officer as of May 1st, 2020.
30
Apr
Is the current equity market recovery sustainable?
We offer you a succinct and non-exhaustive review of the market elements that could potentially influence equity markets in the coming weeks and months.