Active Management

Great opportunities for European equities around the corner

Bertrand Faure expands on the advantages of active management, which have resulted in the Fund outperforming the benchmark by over 30% in 2020.

The Japan market continues to rise

Mitsuhiro Yuasa discusses the continued growth in Japan against a backdrop of the US election result and positive vaccine breakthrough, despite signs that the pandemic is on the rise domestically.

Setting records investing in European equities

Bertrand Faure provides insight on how the renamed Strategic European Silver Stars Fund has delivered its highest monthly return since inception.

Picking quality investments during volatility

Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.

China market performance slows in September

Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.

Japanese markets on a solid footing

Yutaka Uda looks at the signals of steady economic recovery in Japan, as the Japanese stock market continued to rise in September.

The bond market plays the waiting game

Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.

Japan’s digital leap forward

Mitsuhiro Yuasa reflects on Japan’s digitalisation efforts and market developments following the election of Prime Minster Suga.

Finding opportunities in a consolidating market

Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.

European staycation trend offers opportunities for investors

Bertrand Faure discusses how increased dispersion between different companies and sectors has benefitted active investors in September, taking the Fund’s performance to +3.49% in September and +8.70% YTD.

A continued focus on quality

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

China looks to domestic economy for core growth

Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.