Stimulus plans and relaxed restrictions

Mitsuhiro Yuasa explores the proposed US stimulus packages and how theses could positively influence the Japanese economy.

From undervalued stocks to outsized gains

Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.

Improving outlook in Japan

Mitsuhiro Yuasa reflects on Japan's situation as vaccinations begin and the Government adopts a cautious stance.

A historical change from growth to value has just begun

Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.

A reflation sell-off

Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.

Value rotation continues

Willem Vinke discusses how the Funds are prepared for when economies reopen.

Opportunities in the Property sector

Lilian Co provides insight on the results following strong domestic consumption during the Chinese New Year holidays and the changes to regulation in the Property sector.

Markets continue to normalise

Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.

Fundamentals have returned

Bertrand Faure expands on the reasons for the Fund's 3.57% YTD relative outperformance and reports on the European markets, as great company results continue to drive stock prices up.

Too much consensus?

Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.

China makes a full recovery

Lilian Co reflects on China’s GDP, as it becomes the first among the major economies to make a full recovery.

A cautious approach as Japanese markets rally

Yutaka Uda discusses the potential for a market correction that could be triggered by a spread of factors.