Fabrice Gorin Fabrice Gorin


Senior Portfolio Manager

2021 MARKET OUTLOOK - No vaccine for low growth
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]
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Vaccine delivers a shot-in-the-arm for risk assets
Although the global economy remains mired in a ‘Japanification’ scenario – the prevailing state of lower rates and slower growth – positive news of a Covid-19 vaccine was a boost for risk assets. [...]
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Protecting against downside risk as recovery loses steam
The deepest trough of the coronavirus crisis is now far behind us. [...]
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Why equity markets are enjoying the best of a difficult situ [...]
Equity markets have enjoyed a three-month rally, but should investors fear a false dawn? At first glance, it is easy to spot what might derail the world’s stock markets. [...]
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The importance of defensive plays as investors weigh new ris [...]
While we remain in the shadow of the pandemic, it is important to remember markets are, by nature, forward looking. [...]
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Our monthly view on asset allocation (June 2020)
The combination of expected economic improvements and very large support from governments and central banks warrants not only to stay invested, but even to selectively add exposure in portfolios, whil [...]
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How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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Central banks can sustain markets into 2020
Despite the unwavering commitment from central banks to continue injecting cash into the financial system, investors are worried. [...]
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