The stimulus cushion
Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.
Fund Commentary • 20-07-2020
European stocks turning bullish
Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.
Fund Commentary • 08-07-2020
Investor anxiety calmed by stimulus measures
Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.