The End Game has arrived
Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
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Equity presentation December 2019
Peter Garnry
Head of Equity Strategy
Head of Equity Strategy
Summary: The newly released OECD global leading indicators show that October was likely the turning point in the global economy and as such equities are now entering the best period against bonds based on historical observations. We take a look at what equity market and industries tend do best during the economic recovery phase. In addition we take a fresh look at the US-China trade war, potential for fiscal stimulus and repo stress in the last weeks of 2019.
Slide deck
Go to https://www.home.saxo/-/media/content-hub/documents/2019/december/2019_12_11_equity_webinar_1.pdf to download it.
Quarterly Outlook Q2 2022: The End Game has arrived
Energy crisis could turn energy stocks into secular winner
With long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.The great EUR recovery and the difficulty of trading it
If the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.Tight commodity markets – turbocharged by war and sanctions
With supply already tight, commodities keep powering on. But will it last for yet another quarter?Between a rock and a hard place
Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.The Great Erosion
Inflation is everywhere and central banks try to combat it. But will they get it under control in time?Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession
While global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.Cybersecurity – the rush to catch up with reality
With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
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