Fixed Income

Three vaccines and a rally

Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.

The power of vaccine

Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines. 

Early vaccine hopes raise investor sentiment

Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.

The way forward

Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.

Inflation fears make a comeback

Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.

A bright future for most bonds… but not all!

Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today and how he reflects these in his three step investment process.

Strategic Bond Opportunities Fund: An Overview

Video Interview: Eric Vanraes and Pascal Perrone provide an overview of the Fund's strategy, philosophy, portfolio and approach to risk management.