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deWhere to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
Monthly Fund Commentary
Equity markets continue to rebound
Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.
Monthly Fund Commentary
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
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
How will inactivity in China impact European markets?
Bertrand Faure and team have undertaken a study on each of the individual positions in the portfolio to develop an understanding of the direct and indirect impact of a prolonged period of inactivity in China.
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
March review: Cautious outlook remains
Willem Vinke takes a closer look at the Fund's top performing sectors and contributors in March.