Waiting for the FOMC and the Midterms

Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.

Another month, another ambience…

Bertrand Faure examines the October rebound and surmises what this may mean for European equities.

Valuations are becoming attractive

Willem Vinke reflects on the strategies of central banks and ensuing prospects.

+75 bp is the new normal

Eric Vanraes examines the latest from the front line in the fight against inflation.

Fundamental matters

Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.

Fed and ECB jumbo rate hikes expected vs. inflation

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

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.

Maintaining caution amidst rally

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

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.

Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.