Will the government’s aggressive response be the turning point?

Lilian Co discusses the results of the Party Congress re-election and the effects of a COVID resurgence.

Fund Commentary • 23-11-2022
Growth driver to shift from IT to Infrastructure

Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.

Fund Commentary • 22-11-2022
Seasonality or macro change?

The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.

Fund Commentary • 21-10-2021
Light at the end of the tunnel for the property market

Lilian Co analyses the positives from China's recent macro data and the future of the property market.

Fund Commentary • 20-10-2021
Pay attention to the Prime Minister’s new policy

Yutaka Uda discusses the progress made against COVID and the end of the political uncertainty.

Fund Commentary • 19-10-2021
Strong performance to close out the year

Bertrand Faure explains the Fund's strong performance for November.

Fund Commentary • 19-12-2019
Some strong H1 results despite equity markets’ lack of direction

Bertrand Faure provides an overview of the top and bottom contributors to the Fund.

Fund Commentary • 30-08-2019
A reluctant first Fed rate cut

Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.

Fund Commentary • 29-08-2019
The Federal Reserve yields

Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.

Fund Commentary • 29-08-2019
July Update: More volatility to come?

Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.

Fund Commentary • 28-08-2019
Market moves sideways in July

Lilian Co on China's resilient domestic consumption despite the current economic headwind.

Fund Commentary • 27-08-2019
Consumption tax hike unlikely to constitute risk for economy

Yutaka Uda believes that the Japanese market has the potential to catch up with other major markets.

Fund Commentary • 27-08-2019