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.

Fund Commentary • 26-05-2020