– October saw equity markets’ recovery supported by some less hawkish Fed comments combined with a positive start to the earnings season. On the bonds side, the sell-off slowed with a slight rebound in the High Yield environment. Policymakers are trying to curb...
– Pressure on financial markets showed no intention to ease in September: the sell-off spared no asset class, the MSCI World Index reported a 9% drop, on the bonds side, key indices plummeted by 5 to 8%. Inflation reports strengthened policy makers’ commitment...
– Thanks to a solid Q2 earnings season, August started well for equity markets unfortunately, the mood turned following a more hawkish tone at Jackson Hole with Fed reinforcing the need to keep interest rates in restrictive territory as long as necessary to...
– The Financial Times reveals that last month, U.S. corporate ‘Executives bought the dip at rate not seen since start of pandemic’. While the Q1 earnings’ season was solid across sectors despite the geopolitical and economic uncertainties, positive...
– Equity markets and funds had another difficult month in April as geopolitical tensions, new lockdowns in China and related supply chain disruptions, runaway inflation and, more recently, worries about a global economic recession all contributed to further...
– We were back on the road in April. It was great catch-up face to face with clients for presentations and portfolio updates. The war in Ukraine has escalated, sanctions have been imposed, disrupting commodity supplies and creating high volatility in some...
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.Ok
