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deWaiting for the FOMC and the Midterms
Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.
Commentaire du Fonds • 17-11-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
Commentaire du Fonds • 11-11-2022
Valuations are becoming attractive
Willem Vinke reflects on the strategies of central banks and ensuing prospects.
Commentaire du Fonds • 19-10-2022
+75 bp is the new normal
Eric Vanraes examines the latest from the front line in the fight against inflation.
Commentaire du Fonds • 13-10-2022
Fundamental matters
Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.
Commentaire du Fonds • 10-10-2022
Fed and ECB jumbo rate hikes expected vs. inflation
Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.
Commentaire du Fonds • 21-09-2022
Defence is the best offence
Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.
Commentaire du Fonds • 13-09-2022
Will Q3 be so rosy?
Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.
Commentaire du Fonds • 08-09-2022
Maintaining caution amidst rally
Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.
Commentaire du Fonds • 19-08-2022
Sentiment 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.