Fed and ECB jumbo rate hikes expected vs. inflation

Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.

Defence is the best offence

Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.

Will Q3 be so rosy?

Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.

Maintaining caution amidst rally

Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.

Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

Fed funds at 2.5%, inflation reaches 9.1%

Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.

Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Varying focus of concern

Willem Vinke discusses the macro conditions that continue to influence global markets.

Sense and sensitivity

Willem Vinke explores the macro environment and lessons learnt from history.

+75bp, the Fed did it!

Learn more about the Fed’s plans and future expectations from Eric Vanraes.

Avoiding the European equities whirlpool

Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.