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.

Fund Commentary • 21-09-2022

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.

Fund Commentary • 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.

Fund Commentary • 19-07-2022

+75bp, the Fed did it!

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

Fund Commentary • 13-06-2022

Inflation, inversion, recession

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

Fund Commentary • 12-05-2022

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.

Fund Commentary • 14-04-2022

A hawkish ECB and then… the war

Eric Vanraes reflects on the evolution of key market drivers throughout February.

Fund Commentary • 09-03-2022

USA-China: the hawks and the doves

Eric Vanraes reviews the current market through the lens of the strategy’s four pillars.

Fund Commentary • 21-02-2022

Omicron and the hawks

Eric Vanraes discusses the outlook and strategy for Q1 2022.

Fund Commentary • 12-01-2022

Inflation above 6% and long bonds below 2%

Eric Vanraes reflects on the tapering and inflation control plans being implemented by the central banks.

Fund Commentary • 16-12-2021

COVID, inflation and central banks behaviour

Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.

Fund Commentary • 13-12-2021

Waiting for a dovish tapering

Eric Vanraes discusses the macro events of October and outlines his strategy to reduce risks they may bring.

Fund Commentary • 16-11-2021