Thriving through volatility
Bertrand Faure discusses the fundamentals that drive the portfolio and examines Governance regulations coming to the Gig-economy.
A switch from new economy to old
Lilian Co examines the developments to the Chinese economy, with strong Property reports and a surge in patriotic purchases in the Sportswear sector.
Strong recovery on the horizon
Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.
Encouraging global activity
Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.
Inflation is creeping up
Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.
China’s recovery is on track, but consumption remains in the spotlight
Lilian Co comments on China's impressive recovery in this exclusive article with Investment Week.
Central banks and inflation
Eric Vanraes discusses the responses of Central banks in relation to market sentiment.
Stimulus plans and relaxed restrictions
Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.
From undervalued stocks to outsized gains
Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.
Improving outlook in Japan
Mitsuhiro Yuasa reflects on Japan's situation as vaccinations begin and the Government adopts a cautious stance.
A historical change from growth to value has just begun
Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.
A reflation sell-off
Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.