Formule 1 et gestion obligataire
Eric Vanraes explore l'analogie entre la formule 1 et la gestion des obligations de crédit en relation avec la gestion des risques.
Commentaire du Fonds • 06-12-2021
Inflation fears make a comeback
Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.
Commentaire du Fonds • 15-09-2020
The Fed saves jobs, but personal woes continue
Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.
Commentaire du Fonds • 26-08-2020
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.
Commentaire du Fonds • 19-03-2020
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.
Commentaire du Fonds • 27-02-2020
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.
Commentaire du Fonds • 23-01-2020
Global systemic risks recede in November
Eric Vanraes examines the affect of recent macroeconomic changes on US Treasuries.
Commentaire du Fonds • 24-12-2019
Strategic Bond Opportunities Fund: An Overview
Video Interview: Eric Vanraes and Pascal Perrone provide an overview of the Fund's strategy, philosophy, portfolio and approach to risk management.
VIDEO • 20-08-2019
« Buy in May »
Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.
Commentaire du Fonds • 21-06-2019
The economic situation deteriorated further in Europe
In September, the European Central Bank (ECB) cut interest rates and announced additional measures including a purchase program of asset-backed securities...