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deA reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Monthly Fund Commentary
July Update: More volatility to come?
Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.
Monthly Fund Commentary
Overall sentiment should improve, despite short term uncertainties
Eric Sturdza comments on the Central banks turning Dovish.
Monthly Fund Commentary
Government measures introduced to counter the slowdown
Lilian Co explains the measures taken by the government to counter the growth slowdown.
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.