Sector shifts on a global front

Willem Vinke delivers an overview of the global markets and expects a shift as a pandemic becomes an endemic.

Regulations, stimulus and sanctions

Lilian Co reflects on the regulatory changes that have shaken the Chinese markets in 2021, both internal and external.

Just the beginning of a paradigm shift

Yutaka Uda discusses the positive change in outlook for Japanese equities.

An inflection point? Getting closer but not yet…

The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.

Japan bolstered by tech demand

Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.

Laying foundations for future growth

Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.

Omicron and the hawks

Eric Vanraes discusses the outlook and strategy for Q1 2022.

A strong finish to a strong year

Bertrand Faure reflects on some excellent results that sees the Strategic European Silver Stars Fund gain significant momentum in the final days of 2021.

2021 Review and 2022 Outlook

The Sturdza Family Fund team reflect on market developments throughout 2021 and offer insight into the potential areas for growth in 2022.

It’s retail season in China

Lilian Co reflects on the champion sectors of November and the mixed results of online outlets.

Here we go again?

The Sturdza Family Fund team discuss the latest developments brought about by the Omicron variant and how the Fund is poised for a market shift.

PM Kishida’s ’new capitalism‘ should enhance Japan’s potential

Yutaka Uda reflects on the wide span of activity taking place during November – from General Election highs to Omicron concerns.