Nikkei 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.
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.
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.
The Fed is cautiously hawkish
Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.
Willem Vinke discusses global growth expectations as more economies reopen.
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.
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.
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.
Chinese tech is ready to grow
Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.
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.
Quality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
A tapering without taper tantrum
Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.