Global Investment Views - December 2022
Markets have seen some relief in a year that overall is likely to be remembered as among the most challenging for investors.
Monday 06 July 2020
Research / Market
The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will chair it and whether a new treaty for the union will be on the agenda remains unclear, but the need to address repositioning Europe post the Covid-19 pandemic is clear. Indeed, the EU is suffering from a risk of fragmentation along several lines that could deeply undermine its ability to deal with the challenges to be seen in the next decade. The asset purchase programs (APP) of the European Central Bank, the emergency package via the ESM, and now the European Commission (EC) proposal ‘Next Generation EU’ are powerful tools to address these risks...
Markets have seen some relief in a year that overall is likely to be remembered as among the most challenging for investors.
Biodiversity, or the term used to describe all living organisms and ecosystems of which they are part, is declining at an alarming rate with now 1 million (out of an estimated 8 million) plant and animal species being threatened with extinction.
At its December meeting, the ECB hiked rates by 50bp, to 2.0% (deposit rate). The Bank delivered a very hawkish statement.