Investor anxiety calmed by stimulus measures

Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.

Oil market stabilising with global economy to recover from 3Q 2020

Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.

Stocks becoming too expensive

Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.

A cautious approach

Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.

Japan’s resilient industries

Mitsuhiro Yuasa explores opportunities in industries that he believes will benefit from local demand, and envisages that exporters will be supported by the stability of the USD.

Markets rebound on global governments’ “whatever it takes”

Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.

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.

Market correction provides an opportunity

Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.

The shape of the recovery

Bertrand Faure: “Unprecedented global health, economic and financial crisis – the impact is likely to be temporary, the question however is how deep the decline will be?”

The market is on the way to recovery after its deep bottom in mid-March 2020

Yutaka Uda: the Japanese market outperformed the US and European markets as the number of COVID-19 cases in Japan did not increase as rapidly.

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.

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.