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deBrexit
Equity profits need to improve
Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.
Monthly Fund Commentary
As two subdue, one emerges
Mitsuhiro Yuasa looks onward as some concerns come to an end, new opportunities emerge.
Monthly Fund Commentary
Global systemic risks recede in November
Eric Vanraes examines the affect of recent macroeconomic changes on US Treasuries.
Monthly Fund Commentary
Companies search for growth despite uncertain times
Mitsuhiro Yuasa discusses the markets rise during uncertain times.
Monthly Fund Commentary
Change on the horizon? Japan’s “Reiwa” Era to start in May
Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.
Monthly Fund Commentary
Brexit and potential impact on the Strategic Europe Value Fund
The Strategic Europe Value Fund is currently deemed a PEA compliant Fund, investing on a continuous basis at least 75% of its NAV in eligible assets.
News
Brexit Impacts for EI Sturdza
We have planned for a “hard Brexit” whilst continuing to evaluate additional potential risks and opportunities that may arise as a result.