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deEquity Markets
Japan – on the way to recovery
Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation
Monthly Fund Commentary
The way forward
Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.
Monthly Fund Commentary
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.