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.