Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
KOMMENTAR DES FONDS • 17-06-2022
The BoJ should be forced to change its stance
Yutaka Uda shares his vision on the future prospects for Japanese Equities.
KOMMENTAR DES FONDS • 17-06-2022
Stimulus plans for China
Lilian Co considers the Chinese economy in H2 and how stimulus measures will support the market.
KOMMENTAR DES FONDS • 17-06-2022
Japanese business adapts to new consumer behaviour
Discover how Mitsuhiro Yuasa is picking stocks that are well positioned to maximise on the shift in consumer habits.
KOMMENTAR DES FONDS • 17-06-2022
Timing of the rebound
Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.
KOMMENTAR DES FONDS • 15-06-2022
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
KOMMENTAR DES FONDS • 13-06-2022
Markets shift focus from Price to Earnings
Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.
KOMMENTAR DES FONDS • 13-06-2022
Avoiding the European equities whirlpool
Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.
KOMMENTAR DES FONDS • 09-06-2022
Aggressive supporting measures in China
Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.
KOMMENTAR DES FONDS • 18-05-2022
Mixed month ends with Golden Week
Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.
KOMMENTAR DES FONDS • 18-05-2022
The reversal of the Yen could trigger a market rally
Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.
KOMMENTAR DES FONDS • 16-05-2022
Central banks in a corner amid cyclical pressures from China
The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.