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.
TINA* effect interrupted by nCov
Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.
Recession fears lead to a sharp bond rally
Eric Vanraes discusses global Central Bank's latest moves.
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
The Federal Reserve yields
Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.
The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
« Buy in May »
Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.
More accomodation in sight
Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.
Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.
Open bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.
Strong job data offset by dovish FOMC minutes
Eric Vanraes comments on the Fed's current Quantitative Tightening Policy.
More upside from here?
Eric Sturdza comments on the general uncertainty about the neutral rate and the potential adjustment of the FOMC's "dot plot".