Japan: Seizing Investment Opportunities During Market Volatility
Mitsuhiro Yuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these.
Resilient market optimism
Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.
The stimulus cushion
Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.
Investment in infrastructure to determine the direction of the market
Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.
Where to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
Eric Sturdza Investments wins at the Investors Choice Awards 2020
The Strategic Europe Quality Fund was recognised as a top performing UCITS Equity Fund at the Investors Choice Awards 2020.
A fragile surface
Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.
Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing
Bertrand Faure: we do consider the larger picture and take that into account, but company fundamentals have allowed the Fund to successfully navigate this crisis.
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.
European stocks turning bullish
Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.
A bright future for most bonds… but not all!
Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today and how he reflects these in his three step investment process.
Equity markets continue to rebound
Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.