Resilient market optimism

Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.

The stimulus cushion

Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.

Investment in infrastructure to determine the direction of the market

Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.

Where to from here?

Eric Sturdza on the perceived disconnect between markets and the economy.

A fragile surface

Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.

Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing

Bertrand Faure: we do consider the larger picture and take that into account, but company fundamentals have allowed the Fund to successfully navigate this crisis.

Investors’ risk appetite persists

Eric Vanraes examines investors' preference in H1 2020 for equities and high-risk bonds; at the expense of long dates US Government bonds.

European stocks turning bullish

Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.

Equity markets continue to rebound

Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.

China’s resilient domestic consumption amidst macro headwinds

Lilian Co discusses China’s evolving macro environment whilst highlighting the resilience being exhibited by China’s consumer and real estate sectors.

Investments with steady growth during this longer period of monetary easing is the best mix

Yutaka Uda's outlook is positive as Japan's state of emergency is lifted.

Relative results outweigh absolute figures

Eric Sturdza discusses the positives of a post COVID-19 economy.