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.