NEWSROOM

  • Expert Opinions

    Funds Focus

    How did European equity and flexible bond funds perform in the first nine months of 2019 and what is the outlook for early 2020 in a market environment that remains complex?

  • Expert Opinions

    Can EU sustainably rally vs. US equities?

    Optimism gave equities, yields and cyclical commodities a boost this week, as investors positioned for a US-China trade preliminary deal. Meanwhile, the underperformance of EU vs US equities does look stretched.

  • Expert Opinions

    How to invest in the new interest rates environment?

    How can investors navigate the current environment of ultra-low and even negative interest rates?

  • Expert Opinions

    Reasons to stay defensive in the current market climate

    Markets are balanced on a knife-edge at present, keeping us firmly in our defensive stance.

  • Expert Opinions

    Stock-picking alpha Q4 outlook

    The relative performances of active strategies in Q3 were slightly weaker than in Q2, though unevenly across regions.

  • Expert Opinions

    Asymmetric risks ahead of the earnings season

    Recent data releases were mostly poor, but not without a few silver linings. Our scenario on equities remains defensive.