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Some of our top experts discussing their outlook at a roundtable session

Active is:
Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          Building facade

          Outlook & commentary

          The Fed has found the right balance

          With the US economy slowing and inflation low, we expect the Fed to confirm a pause in its monetary policy normalisation. Given the controlled slowdown in the US economy and equity-market momentum, we believe the Fed has found the perfect balance.

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          by Franck Dixmier | 29/04/2019

          Outlook & commentary

          March Madness? The stock market’s Cinderella story

          Much like last year's underdog, the stock markets faced some obstacles going into 2019—plenty that would give them reason to extend their end-of-2018 slide. But also like the Cinderella team, stock markets overcame adversity and rallied last month, continuing to build on their impressive gains since the start of the year.

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          by Giorgio Carlino | 08/04/2019

          ECB

          Outlook & commentary

          The ECB's monetary-easing policy is here to stay

          Recent ECB comments suggest that the horizon for a rate hike may be moving further away, based on the central bank’s uncertain growth outlook and concerns over weak inflation. The ECB is also keen to preserve banks’ ability to lend to the euro-zone economy.

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          by Franck Dixmier | 08/04/2019

          ECB

          Outlook & commentary

          In financial markets, regime change is real

          In recent years, the markets underwent massive shifts in technologies, demographics, politics and policies that rendered many old models obsolete. Investors must recognize how persistent and irreversible these trends are – or they could find themselves exposed to new risks that jeopardise their financial goals.

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          by Steven Malin | 05/04/2019

          Franck Dixmier

          Outlook & commentary

          Inflation expectations support holding rates steady – for now

          With the Fed having largely achieved its objectives of full employment and price stability, we expect short-term rates to stay unchanged at the FOMC’s next meeting. This should be good for investors, but don’t rule out a rate hike by the end of the year if inflation surges, or if tariff- or Brexit-related risks recede.

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          by Franck Dixmier | 18/03/2019

          Given economic uncertainty, ECB may stay accommodative

          Outlook & commentary

          Given economic uncertainty, ECB may stay accommodative

          Changes in the euro zone’s economy have raised expectations that the central bank will be more precise at its next meeting about what’s causing the slowdown. We think the ECB will continue delaying rate hikes while also announcing a new liquidity program for banks.

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          by Franck Dixmier | 04/03/2019

          european central bank

          Outlook & commentary

          Caution and flexibility: a new “behind the curve” strategy for the Fed

          In hitting pause on monetary tightening, the Fed is clearly planning to remain cautious and flexible while staying behind the curve. This offers a favourable context for risk assets in the short term.

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          by Franck Dixmier | 24/01/2019

          european central bank

          Outlook & commentary

          Europe’s economic slowdown makes the proposed normalisation of ECB monetary policy harder

          The European Central Bank’s gradual normalisation of its monetary policy should continue, but the economic slowdown in the euro-zone will likely delay any rate increases, and the window of opportunity is becoming increasingly narrow.

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          by Franck Dixmier | 23/01/2019

          Making the Federal Reserve less relevant

          Outlook & commentary

          Making the Federal Reserve less relevant

          Fed Chairman Powell learned the hard way that his comments, even those made outside of official Fed communications channels, can move markets. The Fed is on a mission to make itself less important in the decision-making of savers, investors, consumers and governments.

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          by Steven Malin | 19/12/2018

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