A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Commentaire du Fonds • 29-08-2019
July Update: More volatility to come?
Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.
Commentaire du Fonds • 28-08-2019
Overall sentiment should improve, despite short term uncertainties
Eric Sturdza comments on the Central banks turning Dovish.
Commentaire du Fonds • 24-04-2019
Development on US-China trade talks to trigger a miraculous jump for the market
Yutaka Uda discusses the potential for the Japanese economy to regain momentum.
Commentaire du Fonds • 11-03-2019
Government measures introduced to counter the slowdown
Lilian Co explains the measures taken by the government to counter the growth slowdown.