US yields steady in December despite trade deal and the Fed

Eric Vanraes: Current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.

Monthly Fund Commentary

A hawkish rate cut, as expected

Eric Vanraes discusses how he expects the best performing asset class will be a mix of high quality short term Investment Grade bonds combined with long term US Treasuries.

Monthly Fund Commentary

A pause in the rally or the first step of a correction?

Eric Vanraes discusses quantitative easing and deposit rates as inflation stimulating methods.

Monthly Fund Commentary

Recession fears lead to a sharp bond rally

Eric Vanraes discusses global Central Bank's latest moves.

Monthly Fund Commentary

A reluctant first Fed rate cut

Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.

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

“Buy in May”

Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.

Monthly Fund Commentary

Low Inflation + Weak Growth = Strong Rally

Eric Vanraes comments on the macro economy in the US and Europe and discusses investment opportunities given the current environment.

Monthly Fund Commentary

Open bar at the Fed!

Eric Vanraes comments on the Fed's return to a dovish monetary policy.

Monthly Fund Commentary

Strong job data offset by dovish FOMC minutes

Eric Vanraes comments on the Fed's current Quantitative Tightening Policy.

Monthly Fund Commentary

Dovish Cup: FED-ECB Finish 1-1

Eric Vanraes discusses the dovish tones of the FED and ECB.

Monthly Fund Commentary

Growth concerns push yields lower

Eric Vanraes comments on attractive investment opportunities in the the current environment of increased volatility due to global risk aversion.

Monthly Fund Commentary