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.
Fund Commentary • 19-11-2020
TIPS and hybrids, a relevant barbell
Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.
Fund Commentary • 12-06-2020
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.
Fund Commentary • 14-05-2020
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.
Fund Commentary • 29-04-2020
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.
Fund Commentary • 27-02-2020
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.
Fund Commentary • 23-01-2020
A pause in the rally or the first step of a correction?
Eric Vanraes discusses quantitative easing and deposit rates as inflation stimulating methods.
Fund Commentary • 25-10-2019
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Fund Commentary • 29-08-2019
Open bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.
Fund Commentary • 18-04-2019
Stock selection is key in the current environment
Bertrand Faure comments on the Fund's largest monthly contributor Barco and its growth potential.