Adrien Pichoud Adrien Pichoud

17 years of experience
Economist

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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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.[...]
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Our monthly view on asset allocation (May 2018)
While there haven’t been many changes in the economic backdrop, which overall remains supportive, noise levels have nonetheless risen significantly. [...]
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10 reasons for a weak dollar in 2018
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. [...]
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