Fed and ECB jumbo rate hikes expected vs. inflation
Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.
Fund Commentary • 21-09-2022
Fed funds at 2.5%, inflation reaches 9.1%
Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.
Fund Commentary • 09-08-2022
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
Fund Commentary • 19-07-2022
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
Fund Commentary • 13-06-2022
Inflation, inversion, recession
Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.
Fund Commentary • 12-05-2022
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.
Fund Commentary • 14-04-2022
A hawkish ECB and then… the war
Eric Vanraes reflects on the evolution of key market drivers throughout February.
Fund Commentary • 09-03-2022
USA-China: the hawks and the doves
Eric Vanraes reviews the current market through the lens of the strategy’s four pillars.
Fund Commentary • 21-02-2022
Omicron and the hawks
Eric Vanraes discusses the outlook and strategy for Q1 2022.
Fund Commentary • 12-01-2022
Inflation above 6% and long bonds below 2%
Eric Vanraes reflects on the tapering and inflation control plans being implemented by the central banks.
Fund Commentary • 16-12-2021
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
Waiting for a dovish tapering
Eric Vanraes discusses the macro events of October and outlines his strategy to reduce risks they may bring.
Fund Commentary • 16-11-2021