Active Management

Picking quality investments during volatility

Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.

China market performance slows in September

Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.

Japanese markets on a solid footing

Yutaka Uda looks at the signals of steady economic recovery in Japan, as the Japanese stock market continued to rise in September.

The bond market plays the waiting game

Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.

Japan’s digital leap forward

Mitsuhiro Yuasa reflects on Japan’s digitalisation efforts and market developments following the election of Prime Minster Suga.

Finding opportunities in a consolidating market

Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.

European staycation trend offers opportunities for investors

Bertrand Faure discusses how increased dispersion between different companies and sectors has benefitted active investors in September, taking the Fund’s performance to +3.49% in September and +8.70% YTD.

A continued focus on quality

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

China looks to domestic economy for core growth

Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.

Great shift in market attention from IT sectors to value stocks

Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.

Japan – on the way to recovery

Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation

The way forward

Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.