Tactical decrease of credit risk
Eric Vanraes sets out the strategy of reducing risk and seizing quality opportunities in a time when future contracts cross the zero line.
Safe haven treasuries and credit opportunities
Eric Vanraes' outlook remains focused on two major situations; the macroeconomic situation (including growth and inflation) and Central Banks’ behaviour.
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.
Safe haven bid on coronavirus fears
Eric Vanraes looks into the increasing demand for safe haven assets in light of coronavirus and the implications of this on US Treasuries.
US yields steady in December despite trade deal and the Fed
Eric Vanraes: Current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.
Global systemic risks recede in November
Eric Vanraes examines the affect of recent macroeconomic changes on US Treasuries.
2019 Review and 2020 Outlook
All plc funds deliver positive absolute returns in 2019; Best Fund Group nomination; ESG committee & Charitable Giving. Marc Craquelin provides 2020 outlook.
A hawkish rate cut, as expected
Eric Vanraes discusses how he expects the best performing asset class will be a mix of high quality short term Investment Grade bonds combined with long term US Treasuries.
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Low Inflation + Weak Growth = Strong Rally
Eric Vanraes comments on the macro economy in the US and Europe and discusses investment opportunities given the current environment.
Dovish Cup: FED-ECB Finish 1-1
Eric Vanraes discusses the dovish tones of the FED and ECB.
Evolution in Eric Sturdza Investments‘ Product Offering
Two new sub-funds of the EI Sturdza Funds plc are to be launched in Dec 2018, the Sturdza Family Fund, a multi asset vehicle and the Strategic Bond Opportunities Fund, offering a core exposure to fixed income markets.