Stocks becoming too expensive
Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.
A busy August
Eric Sturdza reviews the behaviour of equity markets in August.
April update: Defensive portfolio positioning maintained
Willem Vinke provides his market outlook for the second half of the year.
Development on US-China trade talks to trigger a miraculous jump for the market
Yutaka Uda discusses the potential for the Japanese economy to regain momentum.
December update – there is more to come…
Willem Vinke explains his preference for defensive portfolio positioning given the current environment.