Active Management

Too much consensus?

Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.

China makes a full recovery

Lilian Co reflects on China’s GDP, as it becomes the first among the major economies to make a full recovery.

A cautious approach as Japanese markets rally

Yutaka Uda discusses the potential for a market correction that could be triggered by a spread of factors.

2021, the reflation year?

Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.

Preview of 2021

Mitsuhiro Yuasa explores what is in store for PM Suga in 2021, the vaccination rollout, a National Election and the Olympic Games.

Markets continue to be very polarized

Bertrand Faure explores the events of the month and explains how the position of the Fund aided in resisting the bulk of the downturn.

Vaccines and political stability

Willem Vinke discusses the political stability following the roll out of vaccines.

A record year in review

Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.

Vaccine news revitalises market sentiment

Mitsuhiro Yuasa discusses the positive attitude of investors and the expectation of vaccinations reaching Japan in February 2021.

Bullish sentiment in Chinese markets

Lilian Co explores the positive market sentiment in December, despite the continued pressure from the US.

A record-breaking December… what’s to follow?

Yutaka Uda reviews the components that have contributed to the Nikkei reaching a 30-year high and Japan’s record-breaking budget for 2021.

Two major deals for Christmas

Eric Vanraes explores the driving factors influencing the bond market in December.