European inflows!

Bertrand Faure reflects on the bullish movements in European Equities.

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.

2023 drivers: resilience and productivity

Cyril Bertrand and Ludovic Labal discuss the portfolio holdings and their expectations for 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.

Cyclical stocks rebound

Cyril Bertrand and Ludovic Labal discuss the increasing sensitivity of investor sentiment towards ESG factors.

Active ownership in the European equity space

Ludovic Labal and Cyril Bertrand discuss the processes and practices they employ to manage the Fund's ESG exposure.

Growing positive trend

Bertrand Faure discusses the continuance of a bull market in which European equities can excel.

Seizing new opportunities

Cyril Bertrand and Ludovic Labal analyse the stocks that have contributed to October's gains.

Another month, another ambience…

Bertrand Faure examines the October rebound and surmises what this may mean for European equities.

Will history repeat?

Cyril Bertrand and Ludovic Labal investigate the cyclical nature of the economy, using this to guide the structure of the portfolio.

Fundamental matters

Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.

Growth profiles strengthening

Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.