Cautious macro view proves wise

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

Monthly Fund Commentary

TINA* effect interrupted by nCov

Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.

Monthly Fund Commentary

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

Continued equity upside

Eric Sturdza looks into the impact stabilisation of geopolitical and macroeconomic activity will have on 2020.

Monthly Fund Commentary

An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half

Willem Winke reflects on December and how the events of last year will shape the future.

Monthly Fund Commentary

A busy August

Eric Sturdza reviews the behaviour of equity markets in August.

Monthly Fund Commentary