Inflation, inversion, recession

Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.

Ebbs and flows

Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.

Fed: the first rate hike

Eric Vanraes reflects on the start of the rate hikes by the Fed and what is expected down the line.

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.

What a difference a month makes

Willem Vinke reflects on the difference in focus and priorities between the start and end of February and their influences on the macroeconomic climate.

A hawkish ECB and then… the war

Eric Vanraes reflects on the evolution of key market drivers throughout February.

Resilience through preparation

Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.

USA-China: the hawks and the doves

Eric Vanraes reviews the current market through the lens of the strategy’s four pillars.

A year of two halves

Willem Vinke discusses the year ahead under the inflationary pressures of Central Banks.

The two sides of the coin

Bertrand Faure reflects on a turbulent January and reaffirms the Fund’s stock-picking fundamentals.

Strategic Global Quality Fund report on 2021

Willem Vinke summarises FY2021 and offers insight into the changes in the market that will direct the 2022 strategy.

Sector shifts on a global front

Willem Vinke delivers an overview of the global markets and expects a shift as a pandemic becomes an endemic.