Chinese government implements supportive methods

Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.

10y Treasury yields at record lows

Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.

Investing in resilient companies with strong cash flow generation is key to managing downside

Bertrand Faure describes the strategies and plans to come out of the temporary crisis on a stronger footing.

Team seeking investments that can grow in current environment

Mitsuhiro Yuasa reflects on historic global events and is monitoring Japan's government actions that provide market stimulus.

More downward revision in Japan Q1 2020, quicker recovery from mid Q2

Yutaka Uda compares Coronavirus with the SARS outbreak of 2003 to estimate the impacts of COVID-19 on Japanese social and economic activities.

Eric Sturdza Investments: COVID-19 (Coronavirus)

We are closely monitoring the COVID-19 (Coronavirus) outbreak and will ensure all relevant and necessary precautions to ensure the well-being of all stakeholders are implemented. 

Awarded Citywire Gold Medal in the Equity – Europe sector

Eric Sturdza Investments awarded a Citywire Gold Medal in the Equity – Europe sector putting us in the top 5% of all fund groups within the sector.

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.

TINA* effect interrupted by nCov

Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.

Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020

Yutaka Uda: Corporations are continuously increasing shareholder returns. 2020 could be a remarkable one for the Japanese market, with the Nikkei 225 targeting 28,000 by the year end.

How will inactivity in China impact European markets?

Bertrand Faure and team have undertaken a study on each of the individual positions in the portfolio to develop an understanding of the direct and indirect impact of a prolonged period of inactivity in China.

Equity profits need to improve

Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.