Picking quality investments during volatility
Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.
China market performance slows in September
Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.
Japanese markets on a solid footing
Yutaka Uda looks at the signals of steady economic recovery in Japan, as the Japanese stock market continued to rise in September.
The bond market plays the 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.