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deThe 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.
Monthly Fund Commentary
The bond market plays the waiting game
Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.
Monthly Fund Commentary
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.