At the same time

The team at Banque Eric Sturdza present their expectations for Q1 2022.

Fund Commentary

COVID, inflation and central banks behaviour

Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.

Fund Commentary

Déjà vu…

The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.

Fund Commentary

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.

Fund Commentary

TIPS and hybrids, a relevant barbell

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

Fund Commentary

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.

Fund Commentary

Continued Equity Upside

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

Fund Commentary

A sense of déjà vu

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

Fund Commentary

Recession fears lead to a sharp bond rally

Eric Vanraes discusses global Central Bank's latest moves.

Fund Commentary

A reluctant first Fed rate cut

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

Fund Commentary

Overall sentiment should improve, despite short term uncertainties

Eric Sturdza comments on the Central banks turning Dovish.

Fund Commentary

January Rebound

Eric Sturdza discusses future rate hikes.

Fund Commentary