Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

Fed funds at 2.5%, inflation reaches 9.1%

Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.

Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Varying focus of concern

Willem Vinke discusses the macro conditions that continue to influence global markets.

Sense and sensitivity

Willem Vinke explores the macro environment and lessons learnt from history.

+75bp, the Fed did it!

Learn more about the Fed’s plans and future expectations from Eric Vanraes.

Avoiding the European equities whirlpool

Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.

Inflation, inversion, recession

Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.

Ebbs and flows

Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.

Fed: the first rate hike

Eric Vanraes reflects on the start of the rate hikes by the Fed and what is expected down the line.

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.