2023 drivers: resilience and productivity

Cyril Bertrand and Ludovic Labal discuss the portfolio holdings and their expectations for 2023.

Cyclical stocks rebound

Cyril Bertrand and Ludovic Labal discuss the increasing sensitivity of investor sentiment towards ESG factors.

Active ownership in the European equity space

Ludovic Labal and Cyril Bertrand discuss the processes and practices they employ to manage the Fund's ESG exposure.

Seizing new opportunities

Cyril Bertrand and Ludovic Labal analyse the stocks that have contributed to October's gains.

Will history repeat?

Cyril Bertrand and Ludovic Labal investigate the cyclical nature of the economy, using this to guide the structure of the portfolio.

Growth profiles strengthening

Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.

Underpriced stocks prevail – thank you pessimists!

Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.

Stock deratings provide compelling opportunities

Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.

Timing of the rebound

Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.

Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Interpreting the cycle

Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.

Countering the blurred outlook

Ludovic Labal and Cyril Bertrand discuss the strategy of the Fund in preparation for the unclear road ahead.