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deStrategic Bond Opportunities Fund
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.
Monthly Fund Commentary
The Fed saves jobs, but personal woes continue
Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.
Monthly Fund Commentary
Investors’ risk appetite persists
Eric Vanraes examines investors' preference in H1 2020 for equities and high-risk bonds; at the expense of long dates US Government bonds.
Monthly Fund Commentary
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.
Webinar
TIPS and hybrids, a relevant barbell
Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.
Monthly Fund Commentary
Tactical decrease of credit risk
Eric Vanraes sets out the strategy of reducing risk and seizing quality opportunities in a time when future contracts cross the zero line.
Monthly Fund Commentary
Safe haven treasuries and credit opportunities
Eric Vanraes' outlook remains focused on two major situations; the macroeconomic situation (including growth and inflation) and Central Banks’ behaviour.
Monthly Fund Commentary
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.
Monthly Fund Commentary
Safe haven bid on coronavirus fears
Eric Vanraes looks into the increasing demand for safe haven assets in light of coronavirus and the implications of this on US Treasuries.
Monthly Fund Commentary
US yields steady in December despite trade deal and the Fed
Eric Vanraes: Current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.
Monthly Fund Commentary
Global systemic risks recede in November
Eric Vanraes examines the affect of recent macroeconomic changes on US Treasuries.
Monthly Fund Commentary
2019 Review and 2020 Outlook
All plc funds deliver positive absolute returns in 2019; Best Fund Group nomination; ESG committee & Charitable Giving. Marc Craquelin provides 2020 outlook.
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