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.

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.

Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.

+75bp, the Fed did it!

Learn more about the Fed’s plans and future expectations from Eric Vanraes.

Inflation, inversion, recession

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

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.

A hawkish ECB and then… the war

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

USA-China: the hawks and the doves

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

Omicron and the hawks

Eric Vanraes discusses the outlook and strategy for Q1 2022.

Formula 1 and bond management

Eric Vanraes explores the analogy between Formula 1 and credit bond management in relation to risk management.

Inflation above 6% and long bonds below 2%

Eric Vanraes reflects on the tapering and inflation control plans being implemented by the central banks.

COVID, inflation and central banks behaviour

Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.