Speaking to Adrien Paredes-Vanheule at Investment Europe, EI Sturdza Portfolio Manager Eric Vanraes provided valuable observations and insights on major economic issues.
Most relevant to his Strategic Euro Bond Fund, Eric commented on the extension of the ECB’s corporate bond purchase programme, Eric warned that the ECB is more reflective of the Bank of Japan than the Federal Reserve. A ‘worrisome’ sign in his opinion.
Other topics discussed within the article include the crucial decisions on the horizon for the Federal Reserve and also his investment strategy for corporate and government bonds within emerging markets.
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