US and European markets advance, due to expectation of growth acceleration in 2H 2015

BY WILLEM VINKE In May, US and European equity markets advanced cautiously higher, with US indices reaching new highs on...

Fund Commentary • 23-06-2015
The Fed is ready to start normalising its monetary policy…but at which pace

BY ERIC VANRAES & PASCAL PERRONE In May, US economic statistics recovered with manufacturing activity, leading indicators and employment figures...

Fund Commentary • 23-06-2015
Poor liquidity, Greece and signs of recovery push Bund’s volatility to record high

BY ERIC VANRAES & PASCAL PERRONE In May, US economic statistics recovered with manufacturing activity, leading indicators and employment figures...

Fund Commentary • 23-06-2015
China’s A and H shares market diverge in April, with initiatives failing to cool the sizzling hot A share market

BY LILIAN CO In May, the performance of A shares and HK listed Chinese stocks diverged, with the MSCI China...

Fund Commentary • 23-06-2015
Future Expectations gain traction as ambiguous macro data dominates Q1

BY ERIC STURDZA Inconclusive macroeconomic data remained center stage this month and led to somewhat subdued stock market performance. While...

Fund Commentary • 22-06-2015
Strong economic data to stimulate Investors’ appetite

BY YUTAKA UDA The Japanese market rose for the fifth consecutive month in May. The Market Cap of the Tokyo...

Fund Commentary • 16-06-2015
Yutaka Uda discusses Japanese equities

Yutaka Uda, portfolio manager of EI Sturdza Nippon Growth (UCITS) Fund, discusses the four key elements of the increasing prosperity...

Fund Commentary • 11-06-2015
US: a temporary steepening of the curve ahead of a cautious Fed’s stance

BY ERIC VANRAES & PASCAL PERRONE  In April, European economies continued to show signs of improvement whilst US economic statistics...

Fund Commentary • 26-05-2015
Eurozone: ECB’s QE offset by economic improvements and Greece’s collapse?

BY ERIC VANRAES & PASCAL PERRONE In April, European economies continued to show signs of improvement whilst US economic statistics...

Fund Commentary • 26-05-2015