A busy August

Eric Sturdza reviews the behaviour of equity markets in August.

Monthly Fund Commentary

April update: Defensive portfolio positioning maintained

Willem Vinke provides his market outlook for the second half of the year.

Monthly Fund Commentary

Development on US-China trade talks to trigger a miraculous jump for the market

Yutaka Uda discusses the potential for the Japanese economy to regain momentum.

Monthly Fund Commentary

December update – there is more to come…

Willem Vinke explains his preference for defensive portfolio positioning given the current environment.

Monthly Fund Commentary