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deSignalling the start of recovery
Mitsuhiro Yuasa looks for the first signs of recovery in Japan as the economy starts to emerge from the COVID-19 crisis.
Monthly Fund Commentary
Resilient market optimism
Lilian Co comments on the thriving internet related retail and gaming industries, as consumers come to terms with the long path to normality.
Monthly Fund Commentary
The stimulus cushion
Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.
Monthly Fund Commentary
Where to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
Monthly Fund Commentary
A fragile surface
Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.
Monthly Fund Commentary
Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing
Bertrand Faure: we do consider the larger picture and take that into account, but company fundamentals have allowed the Fund to successfully navigate this crisis.
Monthly Fund Commentary
European stocks turning bullish
Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.
Monthly Fund Commentary
Outsized Gains
Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.
Monthly Fund Commentary
Japan market recovers as lockdown is eased
Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.
Monthly Fund Commentary
Investor anxiety calmed by stimulus measures
Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.
Monthly Fund Commentary
Oil market stabilising with global economy to recover from 3Q 2020
Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.
Monthly Fund Commentary
Stocks becoming too expensive
Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.