Fed & ECB jumbo rate hikes expected vs. inflation

Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.

Get ready for the next economic stimulus package

Yutaka Uda examines the Japanese and Global markets and forecasts the direction of sentiment.

Growth profiles strengthening

Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.

Defence is the best offence

Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.

Will Q3 be so rosy?

Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.

Summer Heat

The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.

Maintaining caution amidst rally

Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.

Lockdown gains

Lilian Co describes the sentiment surrounding the Chinese markets ahead of results season.

Changes in the semiconductor industry?

Yutaka Uda describes the events that have shaken the Japanese market in both directions.

Underpriced stocks prevail – thank you pessimists!

Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.

Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

Fed funds at 2.5%, inflation reaches 9.1%

Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.