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deRecession 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
The Federal Reserve yields
Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.
Monthly Fund Commentary
The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
Monthly Fund Commentary
“Buy in May”
Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.
Monthly Fund Commentary
More accomodation in sight
Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.
Monthly Fund Commentary
Cautiously optimistic
Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.
Monthly Fund Commentary
Open bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.
Monthly Fund Commentary
Strong job data offset by dovish FOMC minutes
Eric Vanraes comments on the Fed's current Quantitative Tightening Policy.
Monthly Fund Commentary
More upside from here?
Eric Sturdza comments on the general uncertainty about the neutral rate and the potential adjustment of the FOMC's "dot plot".
Monthly Fund Commentary
January Rebound
Eric Sturdza discusses future rate hikes.
Monthly Fund Commentary
Development on US-China trade talks to trigger a miraculous jump for the market
Yutaka Uda discusses the potential for the Japanese economy to regain momentum.