en
fr
deEarnings and New Highs
Eric Sturdza discuses the contributions and future challenges of the Healthcare sector.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
Volatility providing fertile ground for stock pickers
Bertrand Faure comments on consensus estimates and the portfolio’s holdings reporting solid results for Q3.
Monthly Fund Commentary
Portfolios to remain defensive through to year end
Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.
Monthly Fund Commentary
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.
News
The Storm before the Calm?
Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.
Monthly Fund Commentary
Current market shift provides great entry opportunity
Bertrand Faure comments on September's sector rotation and the current premium of defensive stocks.
Monthly Fund Commentary
A pause in the rally or the first step of a correction?
Eric Vanraes discusses quantitative easing and deposit rates as inflation stimulating methods.
Monthly Fund Commentary
China and the USA: Back and Forth
Lilian Co outlines the ups and downs on the market over US-China trade talks.