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.

Monthly Fund Commentary