A rather hawkish FED late September has triggered a strong rally in US yields, which in turn has started to weigh on risk assets. The...

It has been quite an amazing year on the Equity front with a strong divergence between Developed markets and Emerging ones. Indeed,...

Last month, we wrote that the worse may be behind us for equity markets. We did expect some downside retesting early April (which was...

Since the beginning of the year, Equity markets have been rocked by strong rotation from Growth and Defensive themes into Value and...

The dual question currently rocking equity markets is to understand if the current rally extends into Q1, perhaps even into Q2/Q3 next...