Current market shift provides great entry opportunity

Bertrand Faure comments on September's sector rotation and the current premium of defensive stocks.

Fund Commentary • 25-10-2019

August update: Macro view remains unchanged

Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.

Fund Commentary • 20-09-2019

Hong Kong’s property and retail sectors under pressure

Lilian Co reviews the performance of the Chinese market in August against various challenges.

Fund Commentary • 20-09-2019

Central Bank activism gives market confidence boost

Against a strong market rebound in June, Bertrand Faure comments on the Fund's largest performance contributors.

Fund Commentary • 24-07-2019

The Central Bank’s dovishness – where to next?

Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.

Fund Commentary • 24-07-2019