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European Union: A Recovery in the Making


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Historic US GDP decline is not a surprise. Canadian GDP starts to recover. UK housing activity is reviving. Historic eurozone GDP decline is also not surprising. Japan’s labor market surprises positively. Australian inflation declines less than expected.

July 31, 2020 By Simona Mocuta , Kaushik Baidya

US Election


This is Part II of a mini-series that looks at the US Presidential Elections. Part III will consider how investors can position their equity portfolio via sector choices in light of upcoming policy shifts.

July 13, 2020 By Elliot Hentov , Simona Mocuta

This is Part I of a mini-series that looks at the US Presidential Elections. Part II will consider the policy trends of a second Trump administration or the alternative Biden administration and its relevance for markets.

June 24, 2020 By Elliot Hentov

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