Earnings and New Highs

Eric Sturdza discuses the contributions and future challenges of the Healthcare sector.

Property exposure increased as Chinese developers record stronger sales

Lilian Co provides her insight on how the market has started to appreciate the long term prospect and asset-light model of property management companies.

Japan has the opportunity to re-build stronger and more resilient infrastructure

Mitsuhiro Yuasa comments on the upside potential of the Japan economy and action required to re-build infrastructure.

A hawkish rate cut, as expected

Eric Vanraes discusses how he expects the best performing asset class will be a mix of high quality short term Investment Grade bonds combined with long term US Treasuries.

Aggressive fiscal stimulus to play a big role for the Japanese market

Yutaka Uda comments on the TOPIX hitting a YTD high and why Value stocks were favoured in October.

Volatility providing fertile ground for stock pickers

Bertrand Faure comments on consensus estimates and the portfolio’s holdings reporting solid results for Q3.

Portfolios to remain defensive through to year end

Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.

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.

The Storm before the Calm?

Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.

Current market shift provides great entry opportunity

Bertrand Faure comments on September's sector rotation and the current premium of defensive stocks.

A pause in the rally or the first step of a correction?

Eric Vanraes discusses quantitative easing and deposit rates as inflation stimulating methods.

China and the USA: Back and Forth

Lilian Co outlines the ups and downs on the market over US-China trade talks.