Central banks and inflation
Eric Vanraes discusses the responses of Central banks in relation to market sentiment.
Fund Commentary • 16-04-2021
A reflation sell-off
Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.
Fund Commentary • 23-03-2021
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
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.
Fund Commentary • 15-10-2020
Onwards and upwards
Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.
Fund Commentary • 20-08-2020
Investors’ risk appetite persists
Eric Vanraes examines investors' preference in H1 2020 for equities and high-risk bonds; at the expense of long dates US Government bonds.
Fund Commentary • 09-07-2020
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
Eric Sturdza looks ahead: the corporate earnings season starting in mid-April will likely give some additional colour around companies’ plans to weather the current storm.
Fund Commentary • 28-04-2020
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.
Fund Commentary • 19-03-2020
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