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deDefence is the best offence
Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.
Fund Commentary • 13-09-2022
Maintaining caution amidst rally
Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.
Fund Commentary • 19-08-2022
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.
Fund Commentary • 15-07-2022
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
Fund Commentary • 17-06-2022
Making defensive preparations
Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.
Fund Commentary • 10-05-2022
Ebbs and flows
Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.
Fund Commentary • 19-04-2022
What a difference a month makes
Willem Vinke reflects on the difference in focus and priorities between the start and end of February and their influences on the macroeconomic climate.
Fund Commentary • 16-03-2022
A year of two halves
Willem Vinke discusses the year ahead under the inflationary pressures of Central Banks.
Fund Commentary • 16-02-2022
Strategic Global Quality Fund report on 2021
Willem Vinke summarises FY2021 and offers insight into the changes in the market that will direct the 2022 strategy.
Fund Commentary • 07-02-2022
Sector shifts on a global front
Willem Vinke delivers an overview of the global markets and expects a shift as a pandemic becomes an endemic.
Fund Commentary • 20-01-2022
Phileas Asset Management appointed to run flagship European equity strategy
Eric Sturdza Investments has partnered with Phileas Asset Management to act as an investment adviser for its Strategic Europe Quality Fund.
News • 01-11-2021
Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund
Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.