Japanese economy already on course for a sound recovery

By Yutaka Uda In December, the Japanese market rallied consecutively for seven days at the beginning of the month and the Nikkei...

ECB President Mr Draghi: “all assets but gold are under consideration”

By Eric Vanraes and Pascal Perrone In December, the main drivers of fixed-income markets were deflationary fears (and their spread into the...

‘A’ Share market the focus of the month

By Lilian Co Bullish sentiment extended into December as investors bet on more monetary easing after the surprise rate cut in November....

Positive US employment and retail stats above expectations

BY ERIC STURDZA December saw the now usual ingredients of positive economic activity and subdued inflation served in double rations....

A year-end rally in Europe remains possible

By Willem Vinke Weak Eurozone Purchasing Managers survey results in November, coupled with disappointing economic data from China, led to mounting expectations...

Chinese stocks experienced a roller coaster ride in November

By Lilian Co Chinese stocks experienced a roller coaster ride in November. The disappointing northbound buying of A shares after the...

European economic forecasts are still expected to be cut further

By Eric Vanraes and Pascal Perrone In November, European government bond yields fell to all-time lows fuelled by speculation that...

The European government bond yields fell to all-time lows in November

By Eric Vanraes and Pascal Perrone In November, the European government bond yields fell to all-time lows fuelled by speculation that the European...

November was a one-sided month for US equities

By Eric Sturdza November was a one-sided month for US equities as stocks extended the rebound initiated on 17 October...

The Japanese economy is recovering after temporary and technical stagnation in 2Q and 3Q 2014

By Yutaka Uda In November, Japanese markets continued to rally triggered by two announcements on 31st October: the BOJ’s announcement...

High quality, good value: condensed

The assets of the Fund increased further during the month of October

By Eric Vanraes and Pascal Perrone In October, the European Central Bank (ECB) kept interest rates unchanged and started its covered...