What about inflation?

Edouard Bouhyer summarises the recent macro events and considers their influence over key investment ranges.

Fund Commentary • 05-11-2021

Market Polarisation – A H1 Review

Marc Craquelin comments on the interest rate environment in H1 and the resulting market polarisation.

Fund Commentary • 16-07-2019

Cautiously optimistic

Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.

Fund Commentary • 20-05-2019