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.

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.

An uninterrupted summer

The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.

Solid earnings and steadfast central banks

The Sturdza Family Fund team reflect on the pandemic recovery and outline the points of focus for the second half of the year.

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.

The Fed is cautiously hawkish

Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.

The Federal Reserve’s careful message, what next?

The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.

Economic conditions continue to favour equities

The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.

A tapering without taper tantrum

Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.

Strong earnings confirm global recovery

Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.

Inflation fears are declining

Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.

2021, the reflation year?

Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.