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How can investors exploit opportunities in emerging markets in 2019?

Undervalued emerging market equities are positioned to benefit most from a decline in trade-related risk.

Japan’s soon-to-be longest-serving Prime Minister faces a choice between reinforcing ‘Abenomics’ or chancing an historic change to the country’s pacifist constitution. Investors hope he picks the former.

Next year, voters in India go to the polls in an election that threatens to undermine Prime Minister Narendra Modi’s majority government. As Modi’s political opponents form alliances, the risk to his reforms and the probability of a spending splurge are on the rise with implications that, we believe, investors need to grasp.

Oil back in the headlines: we reiterate our USD 75/BBL target (12m, Brent)

A combination of adverse factors placed oil in a perfect storm… but prices should find some automatic buffers.

European Opportunity and Political Uncertainty
investment insights

European Opportunity and Political Uncertainty

Europe’s macro-economic indicators point to growth and falling unemployment, but there are political problems to take into account.

Equity markets suffered a rough October and investors are now crunching through an earnings season trying to make sense of the outlook for 2019. Faced with the uncertainties of next year, shareholders are punishing firms unless they beat analysts’ revenue estimates and profit expectations while providing upbeat outlooks.

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Explaining our bearish outlook for the dollar

Dollar strength this year is the main market-chatter amongst FX investors these days. However, this needs to be put in the right context: the currency went through waves of depreciation and appreciation during 2018, with the net gain now a 4.5%.

What will the US midterms mean for investments?
investment insights

What will the US midterms mean for investments?

Our Chief Investment Officer Private Bank Stéphane Monier and Chief Economist Samy Chaar discuss what a divided Congress means for the US economy, policymaking and financial assets.

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