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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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
Japan – on the way to recovery
Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
The road to recovery in Japan
Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.
Monthly Fund Commentary
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.
Monthly Fund Commentary
Enduring Volatility
Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.
Monthly Fund Commentary
Recovery continues in Europe
Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.