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deTwo major deals for Christmas
Eric Vanraes explores the driving factors influencing the bond market in December.
Fund Commentary • 21-01-2021
Central Bank activism gives market confidence boost
Against a strong market rebound in June, Bertrand Faure comments on the Fund's largest performance contributors.
Fund Commentary • 24-07-2019
The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
Fund Commentary • 24-07-2019
June update: A strong rebound
Willem Vinke reviews H1 and the recent market rally, at the same time providing his outlook for H2.
Fund Commentary • 23-07-2019
A broad market rally
Eric Vanraes comments on the Central Bank's guidance, triggering a broad cross-asset market rally in June.
Fund Commentary • 23-07-2019
Open bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.