Sources of alpha
Willem Vinke reflects on the top performers for the Fund in December.
KOMMENTAR DES FONDS • 19-01-2023
Europe in 2023: Resilience pays off in stock picking
Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.
KOMMENTAR DES FONDS • 17-01-2023
An 80-20 strategy in 2023
Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.
KOMMENTAR DES FONDS • 12-01-2023
Strong resilience in a challenging environment
Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.
KOMMENTAR DES FONDS • 05-01-2023
Inflation or recession? Or both together?
Eric Vanraes discusses the actions of the Fed and plans the strategy to compliment their moves.
KOMMENTAR DES FONDS • 21-12-2022
Market recovery dependant on central banks
Willem Vinke discusses the recovery of the market in relation to the actions of central banks.
KOMMENTAR DES FONDS • 13-12-2022
Growing positive trend
Bertrand Faure discusses the continuance of a bull market in which European equities can excel.
KOMMENTAR DES FONDS • 06-12-2022
Environment continues to evolve rapidly
Willem Vinke discusses the reasons behind the market bounce and the life of the interest rate cycle.
KOMMENTAR DES FONDS • 28-11-2022
Waiting for the FOMC and the Midterms
Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.
KOMMENTAR DES FONDS • 17-11-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
KOMMENTAR DES FONDS • 11-11-2022
Valuations are becoming attractive
Willem Vinke reflects on the strategies of central banks and ensuing prospects.
KOMMENTAR DES FONDS • 19-10-2022
+75 bp is the new normal
Eric Vanraes examines the latest from the front line in the fight against inflation.