All Insights

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.

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.

Japan – on the way to recovery

Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation

The way forward

Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.

Yoshihide Suga to succeed Shinzo Abe as Japan’s prime minister

Mitsuhiro Yuasa provides his views on the election of Japan's new prime minister Yoshihide Suga, following the resignation of Shinzo Abe.  

Inflation fears make a comeback

Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.

Fundamental bottom up analysis of investments leads to bumper profits

Bertrand Faure reflects on another great return in August taking YTD performance to +5%, whilst the market flounders down -10% after volatility creates opportunities for outsized gains.

Positive market outlook regardless of prime minister Abe’s resignation

Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.

The road to recovery in Japan

Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.

The Fed saves jobs, but personal woes continue

Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.

Enduring Volatility

Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.

Recovery continues in Europe

Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.