The stimulus cushion
Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.
Eric Sturdza Investments wins at the Investors Choice Awards 2020
The Strategic Europe Quality Fund was recognised as a top performing UCITS Equity Fund at the Investors Choice Awards 2020.
Equity markets continue to rebound
Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.
A cautious approach
Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.
Market correction provides an opportunity
Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.
Cautious macro view proves wise
Willem Vinke outlines defensive plans until the impact of the current situation becomes clearer.
Investing in European ‘Quality Growth’?
Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.
Equity profits need to improve
Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.
An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half
Willem Vinke reflects on December and how the events of last year will shape the future.
Portfolios to remain defensive through to year end
Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.
September Update: Weight Problem?
Willem Vinke examines the allure of financial stocks against more stable sectors.
August update: Macro view remains unchanged
Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.