en
fr
deNikkei 225 approaching the bottom of its trading range
Yutaka Uda describes the influence of the US economy on the Japanese markets and provides an outlook for Japan, expecting a sharp rally soon.
Monthly Fund Commentary
Japanese semiconductors draw investor focus
Mitsuhiro Yuasa discusses the events that shaped the market in June and outlines the upcoming opportunities for Japanese electronics and semiconductors.
Monthly Fund Commentary
Outperformance through sector allocation
Lilian Co reviews the developments that have influenced the Chinese markets in a month where sector allocation has been the key to outperformance.
Monthly Fund Commentary
The Fed is cautiously hawkish
Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.
Monthly Fund Commentary
Growth optimism
Willem Vinke discusses global growth expectations as more economies reopen.
Monthly Fund Commentary
The Federal Reserve’s careful message, what next?
The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.
Monthly Fund Commentary
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
Monthly Fund Commentary
Guernsey beach clean-up with The Clean Earth Trust
As part of our CSR program, the team in Guernsey joined forces with The Clean Earth Trust to clean away waste found on the beaches of Guernsey.
Monthly Fund Commentary
Inflation fears start to rock rates
Eric Vanraes discusses with Dan Barnes of Trader TV how inflation fears began impacting rates markets at the start of Q2, and what that means for investors and trading.
Monthly Fund Commentary
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.
Monthly Fund Commentary
Chinese tech is ready to grow
Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.
Monthly Fund Commentary
Japan’s remarkable vaccination progress
Yutaka Uda reflects on the forthcoming events in Japan that should trigger a rally in the Japanese markets over the summer.