Central Banks

The Fed remains key driver ahead of US elections

Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.

TIPS and hybrids, a relevant barbell

Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.

US yields steady in December despite trade deal and the Fed

Eric Vanraes: Current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.

Continued Equity Upside

Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.

A sense of déjà vu

Bertrand Faure provides a detailed stock-level review for the month of August.

Recession fears lead to a sharp bond rally

Eric Vanraes discusses global Central Bank's latest moves.

A reluctant first Fed rate cut

Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.

Overall sentiment should improve, despite short term uncertainties

Eric Sturdza comments on the Central banks turning Dovish.

January Rebound

Eric Sturdza discusses future rate hikes.

The FED and ECB Remain Flexible

Bertrand Faure comments on the markets resilience.

Growth concerns push yields lower

Eric Vanraes comments on attractive investment opportunities in the the current environment of increased volatility due to global risk aversion.