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frNikkei 225 approaching the bottom of its trading range
Yutaka Uda describes the influence of the US economy on the Japanese markets and provides an outlook for Japan, expecting a sharp rally soon.
MONATLICHER FONDSKOMMENTAR
Japanese semiconductors draw investor focus
Mitsuhiro Yuasa discusses the events that shaped the market in June and outlines the upcoming opportunities for Japanese electronics and semiconductors.
MONATLICHER FONDSKOMMENTAR
Outperformance through sector allocation
Lilian Co reviews the developments that have influenced the Chinese markets in a month where sector allocation has been the key to outperformance.
MONATLICHER FONDSKOMMENTAR
The Fed is cautiously hawkish
Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.
MONATLICHER FONDSKOMMENTAR
Growth optimism
Willem Vinke discusses global growth expectations as more economies reopen.
MONATLICHER FONDSKOMMENTAR
The Federal Reserve’s careful message, what next?
The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.
MONATLICHER FONDSKOMMENTAR
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
MONATLICHER FONDSKOMMENTAR
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.
MONATLICHER FONDSKOMMENTAR
Chinese tech is ready to grow
Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.
MONATLICHER FONDSKOMMENTAR
Japan’s remarkable vaccination progress
Yutaka Uda reflects on the forthcoming events in Japan that should trigger a rally in the Japanese markets over the summer.
MONATLICHER FONDSKOMMENTAR
Quality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
MONATLICHER FONDSKOMMENTAR
A tapering without taper tantrum
Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.