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deFed & ECB jumbo rate hikes expected vs. inflation
Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.
Fund Commentary • 21-09-2022
Get ready for the next economic stimulus package
Yutaka Uda examines the Japanese and Global markets and forecasts the direction of sentiment.
Fund Commentary • 21-09-2022
Growth profiles strengthening
Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.
Fund Commentary • 13-09-2022
Defence is the best offence
Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.
Fund Commentary • 13-09-2022
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.
Fund Commentary • 08-09-2022
Summer Heat
The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.
Fund Commentary • 05-09-2022
Maintaining caution amidst rally
Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.
Fund Commentary • 19-08-2022
Lockdown gains
Lilian Co describes the sentiment surrounding the Chinese markets ahead of results season.
Fund Commentary • 19-08-2022
Changes in the semiconductor industry?
Yutaka Uda describes the events that have shaken the Japanese market in both directions.
Fund Commentary • 16-08-2022
Underpriced stocks prevail – thank you pessimists!
Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.
Fund Commentary • 11-08-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
Fund Commentary • 11-08-2022
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.