Wanda Mottu Wanda Mottu

17 years of experience
Portfolio Manager

March 2019

Amid rising concerns around the global growth outlook – and one month later than usual due to the government shutdown – the first estimate of US GD [...]

1 Year in 10 Snapshots 2019

The global economy experienced a steady slowdown in economic activity over the course of 2018.[...]

December 2018

We have seen quite a sudden reversal in the outlook for Federal Reserve monetary policy.[...]

October 2018

Was 2017 the peak of post-GFC global growth momentum?[...]

Time to dust off the inflation playbook

Investors have recently become more concerned about inflation, which has led to both equity market volatility and a jump in bond yields. In our not [...]

September 2018

This summer, financial markets were shaken by an old unpleasant tune.[...]

August 2018

US GDP growth stayed strong in Q2, rising at 4.1% qoq, the highest pace since 2014.[...]

July 2018

Despite all the announcements, tweets and threats of the past few months, additional tariffs on US imports of Chinese goods and China’s reciprocal [...]

May 2018

The latest update of the International Monetary Fund’s economic projections has confirmed the consensual view: the global economy is in good shape. [...]