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deOnly 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.
Commentaire Mensuel
Lorsque le brouillard se dissipe
Bertrand Faure souligne les opportunités qui se concrétisent après un mois de septembre marqué par la volatilité.
Commentaire Mensuel
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.
Commentaire Mensuel
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.
Commentaire Mensuel
Global growth outlook biased towards defensive stocks
Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.
Commentaire Mensuel
Opportunities emerging from dispute
Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.
Commentaire Mensuel
Riding high on the wave
Bertrand Faure revient sur les événements macro et sur les titres qui ont contribué à la performance en août.
Commentaire Mensuel
Defensives outperform cyclicals
Willem Vinke expands on the sectors that are generating a positive performance for the Funds.
Commentaire Mensuel
New trend to last a few years at least
Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.
Commentaire Mensuel
Japan feels the wave from China
Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.
Commentaire Mensuel
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.
Commentaire Mensuel
Upheaval in Chinese markets
Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.