Indications of a China property resurgence
Lilian Co reflects on China’s GDP results and looks at the signals surrounding the future of the Property sector.
Japanese economy to begin a sharp recovery
Yutaka Uda discusses the events that have been responsible for the recent uplift in the Japanese economy.
Waiting for a dovish tapering
Eric Vanraes discusses the macro events of October and outlines his strategy to reduce risks they may bring.
Ongoing strength in earnings support equity markets
The Sturdza Family Fund team discuss the indicators that should lead to a strong finish to FY21.
A new dawn in Japan
Mitsuhiro Yuasa discusses the general election in Japan and the strong recovery plans for the car manufacturing industry.
Only transitory? Look at real yields!
Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.
A reverse taper tantrum?
Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.
Riding high on the wave
Bertrand Faure blickt auf Makroereignisse zurück und geht auf die Aktien ein, die zur Performance im August beigetragen haben.