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Too much consensus?
Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.
MONATLICHER FONDSKOMMENTAR
China makes a full recovery
Lilian Co reflects on China’s GDP, as it becomes the first among the major economies to make a full recovery.
MONATLICHER FONDSKOMMENTAR
A cautious approach as Japanese markets rally
Yutaka Uda discusses the potential for a market correction that could be triggered by a spread of factors.
MONATLICHER FONDSKOMMENTAR
2021, the reflation year?
Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.
MONATLICHER FONDSKOMMENTAR
Preview of 2021
Mitsuhiro Yuasa explores what is in store for PM Suga in 2021, the vaccination rollout, a National Election and the Olympic Games.
MONATLICHER FONDSKOMMENTAR
Markets continue to be very polarized
Bertrand Faure explores the events of the month and explains how the position of the Fund aided in resisting the bulk of the downturn.
MONATLICHER FONDSKOMMENTAR
Vaccines and political stability
Willem Vinke discusses the political stability following the roll out of vaccines.
MONATLICHER FONDSKOMMENTAR
A record year in review
Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.
MONATLICHER FONDSKOMMENTAR
Vaccine news revitalises market sentiment
Mitsuhiro Yuasa discusses the positive attitude of investors and the expectation of vaccinations reaching Japan in February 2021.
MONATLICHER FONDSKOMMENTAR
Bullish sentiment in Chinese markets
Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.
MONATLICHER FONDSKOMMENTAR
A record-breaking December… what’s to follow?
Yutaka Uda reviews the components that have contributed to the Nikkei reaching a 30-year high and Japan’s record-breaking budget for 2021.
MONATLICHER FONDSKOMMENTAR
Two major deals for Christmas
Eric Vanraes explores the driving factors influencing the bond market in December.