Adrien Pichoud Adrien Pichoud

17 years of experience
Economist

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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September 2018
This summer, financial markets were shaken by an old unpleasant tune.[...]
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August 2018
US GDP growth stayed strong in Q2, rising at 4.1% qoq, the highest pace since 2014.[...]
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Key Things Investors Should Consider In 2018
Macroeconomic backdrop is supportive of ‘risk-on’. This can quickly change, but for now, a lack of inflation pressure and positive growth should fuel financial markets. [...]
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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 measures had yet to be implemented at the end of June[...]
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Our monthly view on asset allocation (July 2018)
Overall economic, as well as EPS, growth is and is expected to remain quite solid. [...]
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June 2018
The US economy is still expanding at a steady pace, benefiting from the support of tax reform.[...]
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Our monthly view on asset allocation (June 2018)
Markets continue to muddle through against an overall supportive economic backdrop, with assets fully or fairly priced.
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