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US Treasury yields improving
Short-term US yields continue their upward move, with the two-year Treasury yield now firmly... Read full article »
Some short-term caution
In the coming weeks we foresee a technical pull-back, implying some caution for the short run. We... Read full article »
Bulls versus bears, the battle continues
Visibility on the direction of the markets for the months to come remains low as fundamentals... Read full article »
Inflation pressures subsiding
This week we will be looking at corporate earnings from financials like Credit Suisse, Manulife... Read full article »
Equity investors too bullish
Liquidity is still finding its way to the trading floors, as investors are clearly adopting a... Read full article »
Modestly overweight in equities
Change to modest overweight in equities: strong technical momentum and a reduction of... Read full article »
Markets are way too bullish
Market sentiment is way too bullish, the market's glass is half-full and moreover stocks are... Read full article »
US elections boost equities
The outcome of the US election gave a boost to equity markets last week as the proclaimed winner... Read full article »
Equities rally to be short-lived
We think the current rally will be short-lived as many technical indicators are oversold and the... Read full article »
Still cautious on equities
Underperformance of formerly-called-defensive sectors like consumer staples and health care... Read full article »
Go overweight in telecoms and energy
We still recommend to reduce the beta exposure by overweighting sectors like telecom and energy... Read full article »
Equity rally not based on fundamentals
We stick to our cautious stance on the equity markets and still prefer the more defensive sectors... Read full article »
Oil prices send equities lower
The sharp rise in oil prices, caused by the unrest in Nigeria and fears for the impact of... Read full article »
Yields stay stable
Yields were quite stable over the week despite the rather upbeat comments of Fed chairman... Read full article »
Staying in a defensive position
We stick to our defensive stance as our economic scenario still suggests a further slowdown in... Read full article »
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