An 80-20 strategy in 2023

Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.

Inflation or recession? Or both together?

Eric Vanraes discusses the actions of the Fed and plans the strategy to compliment their moves.

Waiting for the FOMC and the Midterms

Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.

+75 bp is the new normal

Eric Vanraes examines the latest from the front line in the fight against inflation.

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.

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.

+75bp, the Fed did it!

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

Inflation, inversion, recession

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

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.

A hawkish ECB and then… the war

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

USA-China: the hawks and the doves

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