European Equities: The potential for value creation in the long-term
Bertrand Faure provides an update on the Fund's strategy as well as his insights regarding the market corrections of 2018 and the drivers of strong returns during 2019.
The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies
Bertrand Faure provides insight on the potential opportunities available in European equities towards the backend of 2019.
Change of name and minimum investment criteria for the Strategic Europe Value Fund
Fund renamed to further reflect the exposure to “Quality Value” investment opportunities and minimum investment criteria amended.
Chinese Equities: Fundamental investing in light of the U.S. and China trade talks
Lilian Co provides an update on the Strategic China Panda Fund and shares her latest insight on the Chinese equity markets.
Central Bank activism gives market confidence boost
Against a strong market rebound in June, Bertrand Faure comments on the Fund's largest performance contributors.
Renewed hopes of a trade truce
Lilian Co takes a closer look at the US-China trade truce struck in June.
The Fed – playing a big role for the market
Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.
The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
G20 meeting able to release some tensions
Mitsuhiro Yuasa comments on the potential impact of the upcoming election and consumption tax hike in Japan.
Triathlon team win two Gold and two Silver medals
The Guernsey triathlon team (sponsored by Eric Sturdza Investments) are triumphant at the 2019 NatWest International Island Games.
June update: A strong rebound
Willem Vinke reviews H1 and the recent market rally, at the same time providing his outlook for H2.
A broad market rally
Eric Vanraes comments on the Central Bank's guidance, triggering a broad cross-asset market rally in June.