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deSentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
Commentaire du Fonds • 11-08-2022
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.
Commentaire du Fonds • 09-08-2022
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
Commentaire du Fonds • 19-07-2022
Rich pickings
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
Commentaire du Fonds • 15-07-2022
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.
Commentaire du Fonds • 15-07-2022
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
Commentaire du Fonds • 17-06-2022
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
Commentaire du Fonds • 13-06-2022
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.
Commentaire du Fonds • 09-06-2022
Inflation, inversion, recession
Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.
Commentaire du Fonds • 12-05-2022
Ebbs and flows
Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.
Commentaire du Fonds • 19-04-2022
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.
Commentaire du Fonds • 14-04-2022
Takeover Potential
Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.