Adrien Pichoud Adrien Pichoud

18 years of experience
Economist

Our monthly view on asset allocation (February 2019)
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
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1 Year in 10 Snapshots 2019
The global economy experienced a steady slowdown in economic activity over the course of 2018.[...]
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INVESTMENT PERSPECTIVES 2019 by our experts
We invite you to click on the link below to discover our macroeconomic outlook 2019.
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December 2018
We have seen quite a sudden reversal in the outlook for Federal Reserve monetary policy.[...]
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Our monthly view on asset allocation (November 2018)
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]
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November 2018
The US economy is still growing strongly. This was, in a nutshell, the message from the preliminary Q3 GDP report, posting a 3.5% annualised expansion, after a 4.2% expansion in Q2.[...]
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October 2018
Was 2017 the peak of post-GFC global growth momentum?[...]
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Our monthly view on asset allocation (October 2018)
While the causes and symptoms of later-cycle dynamics are legitimate, we are still constructive maintain our pro-risk stance of equities over bonds. [...]
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Our monthly view on asset allocation (September 2018)
While the macro backdrop continues to support risky assets, there are visible storm clouds gathering that could precipitate a change in risk appetite. [...]
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