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deCentral Bank activism gives market confidence boost
Against a strong market rebound in June, Bertrand Faure comments on the Fund's largest performance contributors.
Monthly Fund Commentary
The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
Monthly Fund Commentary
June update: A strong rebound
Willem Vinke reviews H1 and the recent market rally, at the same time providing his outlook for H2.
Monthly Fund Commentary
A broad market rally
Eric Vanraes comments on the Central Bank's guidance, triggering a broad cross-asset market rally in June.
Monthly Fund Commentary
Open bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.