The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
“Buy in May”
Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.
More accomodation in sight
Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.
Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.
Open bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.
Strong job data offset by dovish FOMC minutes
Eric Vanraes comments on the Fed's current Quantitative Tightening Policy.
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".
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.
Eric Sturdza discusses future rate hikes.