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The year of the renminbi
investment insights

The year of the renminbi

The post-pandemic recovery continues and we expect global trade to improve next year. Against this backdrop, we believe emerging market currencies offer interesting opportunities for investors in 2021.

Cryptocurrencies move from pizza to regulatory scrutiny
investment insights

Cryptocurrencies move from pizza to regulatory scrutiny

Cryptocurrencies promise secure digital transactions. They are gaining investor attention, as well as increasing scrutiny from regulators and central banks.

Democrats win narrow sweep as investors look beyond riots to recovery

Expectations for further US stimulus under the Biden administration is improving the outlook for risk assets, especially equities, even as Capitol Hill riots and Covid dominate headlines.

EU and UK seal a partial Brexit deal
investment insights

EU and UK seal a partial Brexit deal

As the UK enters new lockdowns, we examine the impact of the Brexit deal and need for more negotiations with the EU.

US stimulus deal underpins rebound as Democrats point to more

A second US stimulus package is largely priced-in by markets, but still provides support for risk assets. Democrats are already promising further stimulus under Biden.

Rotating into select EM FX
investment insights

Rotating into select EM FX

The post-pandemic recovery continues and we expect global trade to improve next year. Against this backdrop, we believe emerging market currencies offer interesting opportunities for investors in 2021.

Drowning in pandemic debt?
investment insights

Drowning in pandemic debt?

As Covid vaccination programmes roll out and economic recoveries take hold, focus will shift to the affordability of 2020’s record debt, and whether it’s wisely spent.

Global Investment Outlook 2021

Vaccines mark a turning point in the recovery. Looking to 2021, we expect rapid catch-up. Discover where we see opportunities and risks with CIO Private Bank Stéphane Monier and Chief economist Samy Chaar.

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