en
fr
deCentral 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.
Monthly 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.
Monthly 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.
Monthly Fund Commentary
Continued Equity Upside
Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.
Monthly Fund Commentary
A sense of déjà vu
Bertrand Faure provides a detailed stock-level review for the month of August.
Monthly Fund Commentary
Recession fears lead to a sharp bond rally
Eric Vanraes discusses global Central Bank's latest moves.
Monthly Fund Commentary
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Monthly Fund Commentary
Overall sentiment should improve, despite short term uncertainties
Eric Sturdza comments on the Central banks turning Dovish.
Monthly Fund Commentary
January Rebound
Eric Sturdza discusses future rate hikes.
Monthly Fund Commentary
The FED and ECB Remain Flexible
Bertrand Faure comments on the markets resilience.
Monthly Fund Commentary
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.