At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
COVID, inflation and central banks behaviour
Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.
The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.
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.
Eric Sturdza discusses future rate hikes.