Relative results outweigh absolute figures

Eric Sturdza discusses the positives of a post COVID-19 economy.

Decisions over the Japanese stimulus package are taking too long

Mitsuhiro Yuasa discusses the planning and impact of the stimulus package by Japan's government.

Supporting those in need in difficult times

In these unprecedented and uncertain times, it has never been more important to show compassion and support for each other.

Eric Sturdza Investments: COVID-19 (Coronavirus) – Update 25/03/2020

An update on the relevant and necessary precautions and actions being taken to ensure the well being of all stake holders.

Cautious macro view proves wise

Willem Winke outlines defensive plans until the impact of the current situation becomes clearer.

Exogenous shocks

Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.

Chinese government implements supportive methods

Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.

10y Treasury yields at record lows

Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.

Investing in resilient companies with strong cash flow generation is key to managing downside

Bertrand Faure describes the strategies and plans to come out of the temporary crisis on a stronger footing.

Team seeking investments that can grow in current environment

Mitsuhiro Yuasa reflects on historic global events and is monitoring Japan's government actions that provide market stimulus.

More downward revision in Japan Q1 2020, quicker recovery from mid Q2

Yutaka Uda compares Coronavirus with the SARS outbreak of 2003 to estimate the impacts of COVID-19 on Japanese social and economic activities.

Eric Sturdza Investments: COVID-19 (Coronavirus)

We are closely monitoring the COVID-19 (Coronavirus) outbreak and will ensure all relevant and necessary precautions to ensure the well-being of all stakeholders are implemented.