The idea that central banks might be finished hiking rates is gaining prominence. In the US, the Federal Reserve has now hiked rates eleven times, bringing the federal funds rate to a range of 5.25-5.50%, a 22-year high. Closer to home, the European Central Bank...

Over the past decade, there has been a pronounced shift away from actively managed funds to passive strategies. While we do believe that both types of strategy have a role to play in portfolios, these roles must be continuously re-evaluated, especially today, as we undergo...

Germany, the fourth largest economy in the world and the leading economic power in the European Union, began 2023 in recession. Given pale full-year growth prospects relative to other countries on the continent, the idea that Germany is once again the “sick man of Europe”...

The Landing Process Introduction from our Group Chief Investment Officer, Lionel De Broux     Our 2023 Investment Outlook, published back in December, was entitled “Preparing for landing”. As central banks tighten monetary policy to bring down inflation, the key question is whether they will...

As summer approaches, some market participants might have recently contemplated the old investing adage “sell in May and go away.” This is the notion that investors should cash in their equity investments and take a summer break, re-entering the market around Halloween. In days gone...