Portfolio’s to remain defensive through to year end

Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.

The Storm before the Calm?

Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.

Current market shift provides great entry opportunity

Bertrand Faure comments on September's sector rotation and the current premium of defensive stocks.

A pause in the rally or the first step of a correction?

Eric Vanraes discusses quantitative easing and deposit rates as inflation stimulating methods.

China and the USA: Back and Forth

Lilian Co outlines the ups and downs on the market over US-China trade talks

September Update: Weight Problem?

Willem Vinke examines the allure of financial stocks against more stable sectors.

Expanding Horizons

Eric Sturdza explores the new opportunities ahead for one of the top contributors.

Is the End in Sight?

Yutaka Uda: Tentative agreement on trade war between US and China to be a trigger for a sharp rally

A sense of déjà vu

Bertrand Faure provides a detailed stock-level review for the month of August.

August’s Yen Strength

Mitsuhiro Yuasa on the development of the US-Japan relationship.

A busy August

Eric Sturdza reviews the behaviour of equity markets in August.

August update: Macro view remains unchanged

Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.