Insights

Discussions by the office water cooler now often revolve around peak growth or peak inflation and their implications. The rapid change of the economic environment can indeed be confusing. To get a clearer idea about our views on the “real” state of the economy, we use our business cycle model “Wave” to help explain.

Some believe inflation is dead, while others consider that we are witnessing its resurrection. Various short- and long-term factors speak in favor of either one or the other thesis. Which of these factors are stronger? And what impact will the future inflation environment have on investors and asset classes anyway?

Maintaining the course requires agility and calm both on the high seas and in the financial markets. State-dependent risk measurement helps to move forward in calm waters and remain agile in stormy times - even in the event of sudden changes in the weather.

Despite high volatility and government regulation, the Chinese market could offer investors attractive opportunities. In this context, active management and a long-term investment horizon could help create added value for investors.

In the latest Global Market Outlook, Vescore’s specialist team explains what the models are signaling while concern begins to emerge that the ultra-loose monetary policy may soon be coming to an end.

It is not only since the 2 trillion infrastructure plan proposed by President Biden that infrastructure investments have emerged onto investors’ agendas. Particularly listed infrastructure investments may offer compelling and complementary benefits to an overall portfolio. Would you like to learn what these are and how listed and unlisted infrastructure investments differ from each other?

In the latest Global Market Outlook, Vescore’s specialist team explains what the models are signaling while market participants are concerned about inflation and monetary policy.

Over the past several decades, the marketplace has both discovered and developed the global infrastructure asset class via private and listed investments. For many years, infrastructure was a newly emerging investment area. Nowadays, it represents a deep and diverse investable universe of several trillion US dollars.

In its latest Global Market Outlook, the Vescore specialist team explains the signals from its models in an environment that confronts market participants with optimism and inflation worries.