ECB QE: A ‘Swissification’ not ‘Japanification’

Eric Vanraes, portfolio manager at EI Sturdza Investment Funds discusses the European QE announcement and its impact on bond markets worldwide. Eric...

Strategic US Momentum & Value Fund – Q4 Commentary

The last quarter of the year wound to a close accompanied by a sense of wonder at how distinct 2014...

2015 outlook for Europe with Willem Vinke

Portfolio manager Willem Vinke provides his 2015 outlook for Europe via webcast.

FED call for “patience”

By Willem Vinke December saw equity markets fall sharply in the first half of the month as lower oil prices were somewhat...

Rally in long term US yields (10 & 30 year) expected

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

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...