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Market views

Investors are finding it more difficult than ever to navigate the financial markets due to the growing influence of central banks and an increasingly volatile political climate. Here, our economists, strategists and portfolio managers shed light on the investment developments that matter most.

Featured article
Multi Asset War and no peace
The effects of a full-scale trade war will extend far beyond the US and China, threatening stagflation worldwide.
Luca Paolini, Chief Strategist, Patrick Zweifel, Chief Economist May 2019
Emerging Markets Argentina - in the midst of the storm
Battered by record-high inflation and interest rates, Argentina has been suffering since early 2018. Upcoming elections add to the uncertainty.
Anjeza Kadilli, Economist May 2019
Emerging Markets South American rumbles
There are interesting developments for investors afoot in Argentina and Brazil. Here's what we found during our latest visits.
Adriana Cristea, Macro Strategist, Guido Chamorro, Co-Head EM Hard Currency Debt May 2019
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