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frFed & ECB jumbo rate hikes expected vs. inflation
Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.
KOMMENTAR DES FONDS • 21-09-2022
Defence is the best offence
Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.
KOMMENTAR DES FONDS • 13-09-2022
Will Q3 be so rosy?
Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.
KOMMENTAR DES FONDS • 08-09-2022
Maintaining caution amidst rally
Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.
KOMMENTAR DES FONDS • 19-08-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
KOMMENTAR DES FONDS • 11-08-2022
Fed funds at 2.5%, inflation reaches 9.1%
Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.
KOMMENTAR DES FONDS • 09-08-2022
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
KOMMENTAR DES FONDS • 19-07-2022
Rich pickings
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
KOMMENTAR DES FONDS • 15-07-2022
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.
KOMMENTAR DES FONDS • 15-07-2022
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
KOMMENTAR DES FONDS • 17-06-2022
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
KOMMENTAR DES FONDS • 13-06-2022
Avoiding the European equities whirlpool
Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.