After December 2018, the weakest month for equity markets in almost a decade, January closed off as one of the better months in recent years. Our expert, Johan Gallopyn, looks at the driving forces behind the equity, bond, currency and commodity markets in the first month of the year.
Yesterday the “One Planet Summit”, spearheaded by Emmanuel Macron and co-organized by the United Nations and the World Bank, gathered world leaders to celebrate the second anniversary of the Paris Agreement.
2017 looks set to be a more than decent year for the equity markets, although the markets stopped for breath in November. Our expert, Johan Gallopyn, outlines the main trends on the equity, bond and currency markets of the past month.
Ten years after the onset of the financial crisis, the global economy is showing signs of a synchronized recovery. Cyclical economic growth across the board is picking up, trade volumes are growing, corporate profits are on the rise and unemployment is falling.
When assessing the sustainability of countries, we should also question the traditional growth valuation models of states. The evolutions we have seen in the past few years have reinforced the relevance of this approach.
October showed fairly sizeable movements on the equity, fixed-income and foreign exchange markets. Once again, central bank activity had a lot to do with this. Our expert, Johan Gallopyn, outlines the main trends of the past month.
A country’s sustainability is also in the hands of the future generation and how it assumes future growth. By investing in today’s skills, we ensure that people participate not just in the future economy, but also in the financing of future public spending.
Given that environmental sustainability is essential to a country’s sustainable growth, we would like to take stock of the environmental pillar, which is an intrinsic element of our sustainability model for OECD and emerging countries.
China is holding its party congress starting October 18th. While statements are likely to remain vague, the symbolic value of the meeting carries great weight. The meeting will reveal both more information about Presidents Xi’s own priorities and a better gauge of where Chinese economic policy is heading.