Global growth is stronger than expected, but there is a price attached to it: more monetary tightening in the West. As top-down factors are clearly in the driving seat, most asset classes took note… with nuances.
Author Archives: Maurice Gravier
Maurice Gravier is Chief Investment Officer, Wealth Management at Emirates NBD, responsible for providing Emirates NBDs private banking and retail clientele with comprehensive financial advisory and valuable guidance on investment strategies. Gravier has over 20 years of investment experience, running large pools of assets for sophisticated international investors, across asset and wealth management. He held senior positions in Natixis Asset Management in France, Lombard Odier in Switzerland, Majid al Futtaim Trust in Dubai, before joining Emirates NBD in 2018. Gravier is a French national with a Masters in Management from ESCP Europe in Paris.
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Economy
Will markets pass the first test of 2023?
Unpredictability is real, and it’s here to stay. 2023 is no exception and with the recent positive surprises in economic data, the current holistic rally in financial markets could face its first serious test: is good news bad news?
inflation
What to watch for your investments in 2023
After a horrendous 2022, markets have a very strong start to the new year, with all asset classes in the green. Did a fundamental change happen in the recent weeks, or is it just a temporary burst of optimism?
European Central Bank
Our notebook on a hectic quarter
Crucial central bank meetings, an avalanche of economic data and corporate earnings, major political events in China and the US, and even another crypto shock: the first half of 2022’s last quarter is epic, but markets are so far resilient
Central Bank
Inflation, Central Banks, and why it matters
Inflation is the key reason behind a dismal year for investments. Despite regional nuances, the issue is truly global and may not find a quick solution. Volatility should prevail for the coming months
Emerging Markets
Time for long-term investors to put some cash at work
Even with Covid in China, the war in Ukraine, and the tightening fever in Washington, there are opportunities for the long-run
blockchain technology
A glimpse inside the cryptoverse
Insights into the vibrant world of the cryptoverse from the eyes of an old-school investment professional