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frPast repeating… or a new paradigm?
Chris Crawford analyses the current economy and discusses historical indicators of market swings.
KOMMENTAR DES FONDS • 26-01-2023
Last month of a challenging year – looking ahead
The Sturdza Family Fund team outline the portfolio's structural plans for 2023.
KOMMENTAR DES FONDS • 26-01-2023
Sources of alpha
Willem Vinke reflects on the top performers for the Fund in December.
KOMMENTAR DES FONDS • 19-01-2023
Europe in 2023: Resilience pays off in stock picking
Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.
KOMMENTAR DES FONDS • 17-01-2023
New BoJ Governor to trigger Yen’s strength
Yutaka Uda and Maiko Uda reflect on the Japanese economy over recent months and discuss expectations for 2023.
KOMMENTAR DES FONDS • 17-01-2023
2023 drivers: resilience and productivity
Cyril Bertrand and Ludovic Labal discuss the portfolio holdings and their expectations for 2023.
KOMMENTAR DES FONDS • 17-01-2023
Property resurgence in China
Lilian Co discusses the Chinese market recovery and the new policies that should positively impact the Property sector.
KOMMENTAR DES FONDS • 12-01-2023
An 80-20 strategy in 2023
Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.
KOMMENTAR DES FONDS • 12-01-2023
Strong resilience in a challenging environment
Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.
KOMMENTAR DES FONDS • 05-01-2023
Mild inflation should benefit Japan
Yutaka Uda and Maiko Uda look at how the World Cup and other events have supported the Japanese market.
KOMMENTAR DES FONDS • 21-12-2022
Inflation or recession? Or both together?
Eric Vanraes discusses the actions of the Fed and plans the strategy to compliment their moves.
KOMMENTAR DES FONDS • 21-12-2022
Aggressive rebound for China
Lilian Co discusses policy changes that have the potential to have a strong and positive impact in the Chinese stock markets.