Chinese stocks rebound after five straight months of declines

BY LILIAN CO Chinese stocks finally staged a rebound in October, thanks to a stabilising macro trend and a delayed rate...

Maintaining a defensive positioning amid a strong rally in the market

BY ERIC STURDZA The month of October was very strong for the S&P 500, rebounding back to its former highs...

Europe in September

BY WILLEM VINKE The MSCI Europe was off 4.44% in September on the back of weak data out of China, falling...

The disconnect between market perception in relation to the Chinese market is not sustainable

BY LILIAN CO In September the MSCI China and CSI300 declined by 3.05% and 4.9% respectively. Disappointing SOE reform plans and...

Confusion regarding Fed’s policy postpones anticipation for first rate hike

BY ERIC VANRAES & PASCAL PERRONE In September, all eyes were focused on the FOMC meeting and the Fed’s decision to raise...

Confusion regarding Fed’s policy postpones anticipation for first rate hike

In September, all eyes were focused on the FOMC meeting and the Fed’s decision to raise or not its Fed Funds...

Poor liquidity and spread widening

BY ERIC VANRAES & PASCAL PERRONE In September, all eyes were focused on the FOMC meeting and the Fed decision to...

A challenging month for US markets

BY ERIC STURDZA September was another challenging month for U.S. equity markets, finishing at -2.6% and exhibiting significant volatility in many...

US dollar weakness triggers a commodities recovery

BY YUTAKA UDA In September, the Japanese market declined sharply once again, following August’s trend. At the beginning of the...

Status quo for the US Federal Reserve following the worst quarter for financial markets since 2011

BY BERTRAND FAURE Stable until mid-month, financial markets in Europe became anxious regarding the risks of a global economic slowdown,...

Volatility makes quite the entrance

BY ERIC STURDZA The month of August saw global equity markets retrace meaningfully, triggered by fears of a global growth...

The US bond market is caught between China and the Fed

BY ERIC VANRAES & PASCAL PERRONE In August, nervousness reached a peak due to uncertainties driven by Greece, commodity prices,...