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.

News

A hawkish rate cut, as expected

Eric Vanraes discusses how he expects the best performing asset class will be a mix of high quality short term Investment Grade bonds combined with long term US Treasuries.

Monthly Fund Commentary

A reluctant first Fed rate cut

Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.

Monthly Fund Commentary