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Adapt to thrive in the Fixed Income Jungle

Fixed Income, Adapt to thrive
Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
  • Research Paper, Oncology, ESG, SRI, Servaas Michielssens

    Precision Oncology Powered by AI: A New Era for Cancer Treatment

    Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
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  • Monthly Coffee Break
Monthly Coffee Break, Asset Allocation

He is back

Donald Trump’s return to the White House will likely bring a clearer picture of how dominant his policy plans will be. Undoubtedly, his rhetoric and his policy decisions will shape and shake the economy and financial markets.
Monthly Coffee Break, Alternative Investments

Markets cooled by a winter chill

This year, the Christmas rally came a month earlier, and Santa Claus has moved from the North Pole to Florida. During December, some of the “Trump trade” winners gave back part of the previous month gains.
Monthly Coffee Break, Equities

Waiting for Trump 2.0

European equity markets ended the last month of the year on a positive note. The positive market trend was mainly driven by rate cuts and slowing inflation over the course of 2024.
Monthly Coffee Break, Fixed Income

Wholesale repricing of monetary policy expectations.

The last month of 2024 was a difficult one for the markets. Most major rates markets sold off, with the US 10-year rising by 40 basis points. At the same time, risk assets offered relatively little respite.

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