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Russia-Ukraine war: Initial market take
25 Feb 2022 - Andrea CicioneMarkets normally react negatively to geopolitical risks but soon lose interest. The North Korea crisis of 2017-18 is a prime example of this: since it’s impossible to put a price on a nuclear war, markets simply decided.
#Federal Reserve #Oil & Gas #Oil Price #Russia #Commodities #Ukraine #War
Covid: Omicron variant - first take
26 Nov 2021 - Andrea CicioneThese are our initial thoughts on the new Covid variant: We don’t know enough about the B.1.1.529 variant to draw any specific conclusions at this stage. We know that it has many mutations on the protein spike, which.
#Liquidity #Equities #Covid19 #Stock Market
Portfolios in the post-Covid world
16 Oct 2020 - Andrea CicioneIf the Global Financial Crisis ushered in the era of zero yields, the Covid pandemic has made it a semi-permanent affair. We have looked at how lower bond returns have changed asset allocation choices faced by.
#Equities #Stock Market #Asset Allocation #Gold #Commodities #Dividend Aristocrats
Tech selloff may soon be over – but for how long?
10 Sep 2020 - Andrea CicioneBubble behaviour is clearly visible in the marketplace… Calling the top of a bubble is as hard as winning the lottery. The signs of the mature stage of bubble formation are becoming increasingly evident – leveraged risk.
#Equities #Technology
7 reasons the rally won't last
21 Apr 2020 - Andrea CicioneAndrea Cicione, our Head of Strategy, and Steven Blitz, our Chief US Economist, answer the following 7 questions: Equity markets have rallied on the back of unprecedented fiscal and monetary support. Why do we think.
#Federal Reserve #Covid19
Where are we in the COVID-19 crisis?
27 Mar 2020 - Andrea CicioneTS Lombard’s Head of Strategy Andrea Cicione recently published an extremely useful piece of analysis designed to answer four crucial questions for investors: Where are we in the Covid-19 crisis? How bad will it get?.
#Covid19 #Macro Strategy
