Global Market Strategy

By Esty Dwek

Market Flash – April 2021

"Yields can rise further in the short term, but we do not expect spiraling inflation, they'll eventually retreat later on" Esty Dwek gives her analysis for this month

Insights – In-depth research into key macroeconomic and market trends

Post-Pandemic Markets: Why Reflation May Not Equal Inflation

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
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Brexit and European Trade: What’s Been Accomplished – and What’s Next?

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

US Election Scenarios

With less than two weeks to go before the US elections, polls are pointing to a Biden victory, though a Trump comeback cannot be excluded.
Perspectives – Monthly asset allocation strategy for durable portfolio construction

Yields Take Off: How Might Markets React?

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.