Lars Kreckel

Global Equity Strategist

Lars Kreckel
Lars is not your average German: he owns the house he lives in, has two children and drives Japanese cars (one electric). Maybe that’s also why he covers equities rather than bonds?

Other articles by Lars Kreckel

Tuning into the FM signal
Lars Kreckel
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?
By Lars Kreckel
27 Jan 2022
3 min read
Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read
Omicron and markets: what we are watching
Lars Kreckel
Investment strategy

Omicron and markets: what we are watching

We will be focusing on three key questions around the spread of a new variant of COVID-19.  
By Lars Kreckel
29 Nov 2021
2 min read
Emerging-market equities: what are we waiting for?
Lars Kreckel
Equities

Emerging-market equities: what are we waiting for?

It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
By Lars Kreckel
30 Sep 2021
3 min read
Reloading the small-cap reopening trade, post-Delta
Lars Kreckel
Equities

Reloading the small-cap reopening trade, post-Delta

Small-caps in the US may not be laggards for long.  
By Lars Kreckel
08 Sep 2021
3 min read
China’s techtonic shift
Lars Kreckel
Equities

China’s techtonic shift

What should investors make of China’s crackdown on its technology companies?  
By Lars Kreckel
18 Aug 2021
3 min read
Learning from earning season
Lars Kreckel
Equities

Learning from earning season

So far, most companies that have reported second-quarter earnings have beaten analyst expectation...
By Lars Kreckel
27 Jul 2021
2 min read
Sneak Peek at Earnings
Lars Kreckel
Economics

Sneak Peek at Earnings

It’s still a few weeks until the Q2 earnings season, but early indications are promising mainly...
By Lars Kreckel
05 Jul 2021
1 min read
Cryptocurrencies: what investors need to know about Bitcoin and others
Investment strategy

Cryptocurrencies: what investors need to know about Bitcoin and others

Can investors afford to ignore Bitcoin or other cryptocurrencies any longer?  
By Simon BellLars Kreckel
11 May 2021
3 min read

Authors from the same team (31)

Aristide Goualin

Aristide Goualin

After working as a Client Manager in a previous life, Ari is now an Investment Specialist in the...
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Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
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Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
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