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French election: What it means for markets

Bruno Verstraete, partner at Lakefield Partners, weighs in on whether he thinks markets have priced in a Macron win in the 2017 French election.

Source: CNBC.com

EM markets showing signs they’re picking up in speed: Pro

Bruno Verstraete, partner at Lakefield Partners, explains why he doesn’t believe global growth is synchronized at present, weighing in on which countries he thinks are leading and which ones lag.

Source: CNBC.com

Trumponomics trade a bit of ‘buy and hope’: Lakefield Partners

Bruno Verstraete, partner at Lakefield Partners, believes there is still some potential left for a rise in the U.S. dollar, albeit limited compared to 2016. Added comments on Europe.

Source: CNBC.com

We reduced equity allocation to 30% from 50%: Lakefield

Bruno Verstraete, partner at Lakefield Partners, says due to the current volatility and politics seen by the OPEC news, it’s not easy to predict the direction in which energy will go.

Source: CNBC.com

Bonds are very risky at this stage: Pro

Bruno Verstraete, partner at Lakefield Partners, says experimentation by central banks makes investing in bonds a risk and that he prefers equities.

Source: CNBC.com

Should you invest in Nestlé?

Lakefield Partners' Bruno Verstraete discusses reasons to invest in the Swiss food retailer.

Source: CNBC.com

Italian economy in poor shape for long time: Verstraete

Bruno Verstraete, partner at Lakefield Partners, says the volatility in the European banking sector, particularly Italy has been way too high, when talking about his stock picks.

Source: CNBC.com

Markets outside Europe in better shape: Verstraete

Bruno Verstraete, partner at Lakefield Partners, says Brexit has brought a bit of stimulus to the markets, by pushing yields lower.

Source: CNBC.com

Beginning of the end, or more Europe: Lakefield

Bruno Verstraete, partner at Lakefield Partners, says the Federal Reserve should raise interest rates as that’s what the market is expecting.

Source: CNBC.com

There's still work to do for Italian banks: Expert

Lakefield Partners' Bruno Verstraete and UBS strategist Geoffrey Yu discusses problems in the banking sector and investing in financial stocks.

Source: CNBC.com