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frOnly transitory? Look at real yields!
Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.
MONATLICHER FONDSKOMMENTAR
Wenn der Nebel sich lichtet
Nach einem volatilen September skizziert Bertrand Faure die Chancen, die sich daraus ergeben.
MONATLICHER FONDSKOMMENTAR
A reverse taper tantrum?
Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.
MONATLICHER FONDSKOMMENTAR
Mr Suga’s resignation could trigger a sharp rally
Yutaka Uda describes the changing landscape of the Japanese markets following PM Suga’s announcement, and the remarkable catch up in vaccinations.
MONATLICHER FONDSKOMMENTAR
Global growth outlook biased towards defensive stocks
Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.
MONATLICHER FONDSKOMMENTAR
Opportunities emerging from dispute
Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.
MONATLICHER FONDSKOMMENTAR
Riding high on the wave
Bertrand Faure blickt auf Makroereignisse zurück und geht auf die Aktien ein, die zur Performance im August beigetragen haben.
MONATLICHER FONDSKOMMENTAR
Defensives outperform cyclicals
Willem Vinke expands on the sectors that are generating a positive performance for the Funds.
MONATLICHER FONDSKOMMENTAR
New trend to last a few years at least
Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.
MONATLICHER FONDSKOMMENTAR
Japan feels the wave from China
Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.
MONATLICHER FONDSKOMMENTAR
Long bonds send a message
Eric Vanraes explores the changes in the economic environment and how these could impact the future of inflation and growth.
MONATLICHER FONDSKOMMENTAR
Upheaval in Chinese markets
Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.