Phileas’ Approche ESG

Ludovic Labal and Cyril Bertrand discuss the team's approach to ESG.

Phileas – Processus d’Investissement

Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

Présentation Phileas Asset Management

Ludovic Labal et Cyril Bertrand donnent un aperçu de Phileas Asset Management et de leur équipe.

China – sustained economic growth?

Lilian Co is optimistic that China will show sustained economic growth over the long term.

Long-term investing amid an economic recovery and sector rotations

The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.

Market polarisation provides amazing investment opportunities

Bertrand Faure shares his views on the current market conditions and the opportunities within a polarised European equity market.

Japan: Seizing Investment Opportunities During Market Volatility

Mitsuhiro Yuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these.

A bright future for most bonds… but not all!

Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today and how he reflects these in his three step investment process.

Fundamental trading throughout the Pandemic

Bertrand Faure provides his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis.

The Sturdza Family Fund: A portfolio built to weather extreme scenarios

Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.