Thriving through volatility

Bertrand Faure discusses the fundamentals that drive the portfolio and examines Governance regulations coming to the Gig-economy.

A switch from new economy to old

Lilian Co examines the developments to the Chinese economy, with strong Property reports and a surge in patriotic purchases in the Sportswear sector.

Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.

Encouraging global activity

Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.

Market polarisation provides amazing investment opportunities

Bertrand Faure shares his views on the current market conditions and the opportunities within a polarised European equity market.

Inflation is creeping up

Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.

Central banks and inflation

Eric Vanraes discusses the responses of Central banks in relation to market sentiment.

Stimulus plans and relaxed restrictions

Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.

From undervalued stocks to outsized gains

Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.

Improving outlook in Japan

Mitsuhiro Yuasa reflects on Japan's situation as vaccinations begin and the Government adopts a cautious stance.

A historical change from growth to value has just begun

Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.

A reflation sell-off

Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.