Investment Strategy Monthly Insights, February 2023
As the first quarter moves along, there appears to be an absence of consensus among investors about the risk of a U.S. ... By Morgane Delledonne
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Morgane joined Global X in 2020. She is responsible for leading the firm’s research efforts in Europe, providing insights on the markets and ETFs alike. Morgane frequently speaks at investor conferences and is often cited in the financial media. Prior to joining Global X, Morgane spent several years in the ETF industry, working as an Investment strategist at BMO Global Asset Management and ETF Securities in London. Prior to that, she held roles as macroeconomist at Pictet & Cie in Geneva and the French Treasury in Washington, D.C. She has a BSc in Applied Mathematics from Université Nice-Sophia Antipolis (France) and MSc’s in Economics & Financial Engineering from Université Paris Dauphine (France).
As the first quarter moves along, there appears to be an absence of consensus among investors about the risk of a U.S. ... By Morgane Delledonne
Following a year where inflation consistently shaped markets and central bank monetary policy, 2023 appears unlikely to create rate shocks, even as ... By Morgane Delledonne
After a bumpy year for the markets, 2022 finishes with reduced geopolitical risks, a weaker U.S. dollar, and lower commodity prices. In ... By Morgane Delledonne
Geopolitical risks declined somewhat as the U.S. and China resumed dialogue at the G20 summit in Bali. Presidents Biden and Xi Jinping ... By Morgane Delledonne
Significant macroeconomic challenges remain, but investors may have reason to believe that Europe passed peak pessimism. Russia does not have much energy ... By Morgane Delledonne
Monetary policy remained in the spotlight in September with the European Central Bank’s (ECB) unprecedented 75-basis point (bp) hike. Widely expected, the ... By Morgane Delledonne
Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank ... By Morgane Delledonne
Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s ... By Morgane Delledonne
In June, macro events were responsible for some of the largest moves in risk assets markets have seen in some time. And ... By Blair Hannon
Between a sustained energy crisis in Europe, rampant inflation globally, and ongoing supply chain disruptions around the world, investors across developed economies ... By Morgane Delledonne
After four decades of low inflation, developed economies are grappling with an inflation spike. The risk of double-digit inflation is real, as ... By Morgane Delledonne
Europe is on the front lines of the Russo-Ukrainian war, which continues to disrupt global supply chains that have yet to recover ... By Morgane Delledonne
Head of Investment Strategy, Europe Morgane Delledonne charts the rise of the digital economy and illustrates how investors can harness disruption through ...
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