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deOnly transitory? Look at real yields!
Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.
Monthly Fund Commentary
A reverse taper tantrum?
Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.
Monthly Fund Commentary
Long bonds send a message
Eric Vanraes explores the changes in the economic environment and how these could impact the future of inflation and growth.
Monthly Fund Commentary
The Fed is cautiously hawkish
Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.
Monthly Fund Commentary
A tapering without taper tantrum
Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.
Monthly Fund Commentary
Inflation fears are declining
Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.
Monthly Fund Commentary
Central banks and inflation
Eric Vanraes discusses the responses of Central banks in relation to market sentiment.
Monthly Fund Commentary
A reflation sell-off
Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.
Monthly Fund Commentary
2021, the reflation year?
Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.
Monthly Fund Commentary
Two major deals for Christmas
Eric Vanraes explores the driving factors influencing the bond market in December.
Monthly Fund Commentary
Three vaccines and a rally
Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.
Monthly Fund Commentary
The Fed remains key driver ahead of US elections
Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.