European stocks turning bullish
Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.
Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.
Japan market recovers as lockdown is eased
Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.
Investor anxiety calmed by stimulus measures
Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.
Oil market stabilising with global economy to recover from 3Q 2020
Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.
Stocks becoming too expensive
Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.
A cautious approach
Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.
Japan’s resilient industries
Mitsuhiro Yuasa explores opportunities in industries that he believes will benefit from local demand, and envisages that exporters will be supported by the stability of the USD.
Markets rebound on global governments’ “whatever it takes”
Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.
Tactical decrease of credit risk
Eric Vanraes sets out the strategy of reducing risk and seizing quality opportunities in a time when future contracts cross the zero line.
Market correction provides an opportunity
Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.
The market is on the way to recovery after its deep bottom in mid-March 2020
Yutaka Uda: the Japanese market outperformed the US and European markets as the number of COVID-19 cases in Japan did not increase as rapidly.