Adrien Pichoud Adrien Pichoud

17 years of experience
Economist

1 Year in 10 Snapshots
Looking back at 2017, one of the main features was the global economy emerging from a three year slump during which Eurozone weakness, China’s slowdown and the oil price’s collapse had all helped damp[...]
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Key points Investors should consider in 2018
Looking ahead in 2018, we consider the impact of Inflation and geopolitics to investments, examine the valuation level of assets and assess the risk of the market, in order to establish the key factor [...]
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December 2017
2017 has been the best year for the global economy since the 2008/09 recession.[...]
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November 2017
The global economy continues to travel through 2017 at full pelt, as each month brings more evidence of positive economic growth across the globe.[...]
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Our monthly view on asset allocation (November 2017)
While the economic backdrop, earnings-per-share growth and sentiment remain supportive, asset prices have now more or less priced in the current goldilocks scenario.
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October 2017
After initiating rate hikes two years ago, the Federal Reserve reached a new milestone in monetary policy normalisation process this month.[...]
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