Adrien Pichoud Adrien Pichoud

19 years of experience
Economist

Ignore the White House; the US’s economic outlook depends on [...]
The world’s economies are struggling with the ravages of a year unlike any in living memory. [...]
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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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Our monthly view on asset allocation (May 2020)
The past three months have been truly extraordinary and difficult for just about everyone in the world. [...]
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Our monthly view on asset allocation (April 2020)
Suddently the global economy has been brought to an almost complete stop to try to contain the spread of Covid-19. [...]
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