How China equity investors can play weak euro

Lilian Co, portfolio manager of the Strategic China Panda Fund discusses some big trends which are developing in 2015, such as: “weak euro, strong...

Lilian Co’s thoughts on China’s GDP growth target

China reported 7.4% GDP growth in 2014, roughly in line with the government’s target of 7.5%.

Markets recover quickly as oil prices start to rise

BY YUTAKA UDA In February the Japanese market showed a rise across the board especially towards the end of the...

Strong February, yet currency headwinds persist

BY ERIC STURDZA February was a strong month for US equity markets, with the S&P 500 Index quickly reversing its...

US fixed-income markets performances exceed expectations

BY ERIC VANRAES & PASCAL PERRONE US fixed-income markets performances in January exceeded expectations as economic data was disappointing in...

ECB announce first QE boost

BY ERIC VANRAES & PASCAL PERRONE Despite improvements in business confidence, Eurozone growth remained sluggish and inflation fell into negative...

Chinese property sector benefits from relaxation measures

Whilst January proved an anti-climax for A shares. H shares played catch up, having lagged the A share market by a significant margin in December. There was divergent performance between the two China markets, with the MSCI China Index up 2.3% whilst the CSI 300 Index was down 2.8% during the month.

Larger than expected QE results in strong rally of European Equities

BY WILLEM VINKE  The announcement by the European Central Bank (ECB) of a larger than expected quantitative easing (QE) programme...

No January effect as markets ponder macro, currencies, oil and earnings

BY ERIC STURDZA January was marked by a number of developments on the global macroeconomic stage, adding volatility to the...

Japanese economy on course for a sound recovery

BY YUTAKA UDA During January the Japanese market continued the trend from the end of 2014 and, due to concerns over...

Sturdza confident staying slim serves an advantage

An interview with Eric I. Sturdza exploring a brief history of the private banking business of the firm, then moving onto their ability to react to market turmoil.

Eric Vanraes d’EI Sturdza sur les allocations d’actifs

Eric Vanraes, responsable des taux chez E.I. Sturdza, en a conclu qu’une révision complète des allocations était à l’ordre du...