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The bond market plays a waiting game

Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.

Japan’s digital leap forward

Mitsuhiro Yuasa reflects on Japan’s digitalisation efforts and market developments following the election of Prime Minster Suga.

Finding opportunities in a consolidating market

Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.

European staycation trend offers opportunities for investors

Bertrand Faure discusses how increased dispersion between different companies and sectors has benefitted active investors in September, taking the Fund’s performance to +3.49% in September and +8.70% YTD.

A continued focus on quality

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

China looks to domestic economy for core growth

Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.

Great shift in market attention from IT sectors to value stocks

Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.

Japan – on the way to recovery

Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation

The way forward

Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.

Inflation fears make a comeback

Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.

Fundamental bottom up analysis of investments leads to bumper profits

Bertrand Faure reflects on another great return in August taking YTD performance to +5%, whilst the market flounders down -10% after volatility creates opportunities for outsized gains.

Positive market outlook regardless of prime minister Abe’s resignation

Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.