Only 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.

When the mist clears

Bertrand Faure outlines the opportunities that are materialising following a volatile September.

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.

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.

Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Opportunities emerging from dispute

Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.

Riding high on the wave

Bertrand Faure reflects on the macro events and expands on the stocks that have contributed to performance in August.

Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

New trend to last a few years at least

Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.

Japan feels the wave from China

Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.

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.

Upheaval in Chinese markets

Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.