The Fed remains key driver ahead of US elections
Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.
Where to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
A fragile surface
Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.
Continued Equity Upside
Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.