News&Events
Articles and news exploring issues related to the financial market, with regard either to macroeconomic challenges or to individual sectors or asset classes, and to the mutual funds we manage. Events bringing clients and employees together, both virtually and physically.

23 November
2023 _ NEWS
2023 _ NEWS
And if current levels of inflation really are just temporary?

16 November
2023 _ NEWS
2023 _ NEWS
Consumers, earnings and equity markets: What can we expect in the months ahead?

09 November
2023 _ NEWS
2023 _ NEWS
Will there be a Christmas rally again this year?

02 November
2023 _ NEWS
2023 _ NEWS
Value returns to markets

26 October
2023 _ NEWS
2023 _ NEWS
US 10-year sell-off looks to be over

19 October
2023 _ NEWS
2023 _ NEWS
Inflation: Look ahead, not in the rear-view mirror

12 October
2023 _ NEWS
2023 _ NEWS
Are we sure we don’t want duration in portfolios?
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