TIPS and hybrids, a relevant barbell

Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.

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.

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.

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.

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.

A pause in the rally or the first step of a correction?

Eric Vanraes discusses quantitative easing and deposit rates as inflation stimulating methods.

A reluctant first Fed rate cut

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

Open bar at the Fed!

Eric Vanraes comments on the Fed's return to a dovish monetary policy.

Stock selection is key in the current environment

Bertrand Faure comments on the Fund's largest monthly contributor Barco and its growth potential.