Aggressive supporting measures in China

Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.

Mixed month ends with Golden Week

Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.

The reversal of the Yen could trigger a market rally

Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.

Central banks in a corner amid cyclical pressures from China

The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.

Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Inflation, inversion, recession

Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.

Pause and recover

Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.

Energy costs could remain high for a long time

Yutaka Uda reflects on the developments in the Japanese markets in the wake of the continuing Ukraine invasion.

Ebbs and flows

Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.

TINA, inflation and Ukraine

The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.

Fed: the first rate hike

Eric Vanraes reflects on the start of the rate hikes by the Fed and what is expected down the line.

Will consumers pay more?

Mitsuhiro Yuasa discusses the increasing input costs for Japanese industry and the reluctance to raise prices.