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

The Fed remains key driver ahead of US elections

Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.

Fund Commentary • 19-11-2020

Where to from here?

Eric Sturdza on the perceived disconnect between markets and the economy.

Fund Commentary • 14-07-2020

Continued Equity Upside

Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.

Fund Commentary • 24-12-2019