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

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

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.

Monthly Fund Commentary

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.

Monthly Fund Commentary

TIPS and hybrids, a relevant barbell

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

Monthly Fund Commentary

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.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Extreme volatility

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.

Monthly Fund Commentary

10y Treasury yields at record lows

Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.

Monthly Fund Commentary

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.

Monthly Fund Commentary