Central banks and inflation
Eric Vanraes discusses the responses of Central banks in relation to market sentiment.
MONATLICHER FONDSKOMMENTAR
A reflation sell-off
Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.
MONATLICHER FONDSKOMMENTAR
The Fed remains key driver ahead of US elections
Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.
MONATLICHER FONDSKOMMENTAR
The bond market plays the waiting game
Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.
MONATLICHER FONDSKOMMENTAR
Onwards and upwards
Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.
MONATLICHER FONDSKOMMENTAR
Investors’ risk appetite persists
Eric Vanraes examines investors' preference in H1 2020 for equities and high-risk bonds; at the expense of long dates US Government bonds.
MONATLICHER FONDSKOMMENTAR
TIPS and hybrids, a relevant barbell
Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.
MONATLICHER FONDSKOMMENTAR
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.
MONATLICHER FONDSKOMMENTAR
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.
MONATLICHER FONDSKOMMENTAR
Extreme volatility
Eric Sturdza looks ahead: the corporate earnings season starting in mid-April will likely give some additional colour around companies’ plans to weather the current storm.
MONATLICHER FONDSKOMMENTAR
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.
MONATLICHER FONDSKOMMENTAR
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.
MONATLICHER FONDSKOMMENTAR
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