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frOnly transitory? Look at real yields!
Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.
MONATLICHER FONDSKOMMENTAR
Wenn der Nebel sich lichtet
Nach einem volatilen September skizziert Bertrand Faure die Chancen, die sich daraus ergeben.
MONATLICHER FONDSKOMMENTAR
A reverse taper tantrum?
Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.
MONATLICHER FONDSKOMMENTAR
Riding high on the wave
Bertrand Faure blickt auf Makroereignisse zurück und geht auf die Aktien ein, die zur Performance im August beigetragen haben.
MONATLICHER FONDSKOMMENTAR
Long bonds send a message
Eric Vanraes explores the changes in the economic environment and how these could impact the future of inflation and growth.
MONATLICHER FONDSKOMMENTAR
Individuals capitalise on market undervaluation
Bertrand Faure discusses the stocks that have contributed to the continuing success of the Strategic European Silver Stars Fund, which is up 23% YTD.
MONATLICHER FONDSKOMMENTAR
The Fed is cautiously hawkish
Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.
MONATLICHER FONDSKOMMENTAR
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
MONATLICHER FONDSKOMMENTAR
In-depth due diligence, a basic requirement for long term sustainability
Brenda Petsche, Managing Director, reiterates our business model and due diligence processes, in light of the practices recently adopted by other Investment Managers.