Lorsque le brouillard se dissipe
Bertrand Faure souligne les opportunités qui se concrétisent après un mois de septembre marqué par la volatilité.
Riding high on the wave
Bertrand Faure revient sur les événements macro et sur les titres qui ont contribué à la performance en août.
Japan feels the wave from China
Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.
Individuals capitalise on market undervaluation
Bertrand Faure discusses the stocks that have contributed to the continuing success of the Strategic European Silver Stars Fund, which is up 23% YTD.
Japanese semiconductors draw investor focus
Mitsuhiro Yuasa discusses the events that shaped the market in June and outlines the upcoming opportunities for Japanese electronics and semiconductors.
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.
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.
A continued focus on quality
Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.
Great shift in market attention from IT sectors to value stocks
Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.
The road to recovery in Japan
Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.