Investing in European Quality Growth
Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth,...
A sense of déjà vu
Bertrand Faure provides a detailed stock-level review for the month of August.
August’s Yen Strength
Mitsuhiro Yuasa on the development of the US-Japan relationship.
A busy August
Eric Sturdza reviews the behaviour of equity markets in August.
August update: Macro view remains unchanged
Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.
BDI recovers: Has global manufacturing bottomed out?
Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.
Hong Kong’s property and retail sectors under pressure
Lilian Co reviews the performance of the Chinese market in August against various challenges.
Recession fears lead to a sharp bond rally
Eric Vanraes discusses global Central Bank's latest moves.
Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
Citywire look at the top performing groups within each sector, considering performance of up to 7 years for the group awards.
Rebound or a real rotation?
Marc Craquelin comments on the market rebound, economic slowdown, the manufacturing sector's road to recovery and how economic activity might translate into significant upside potential.
Some strong H1 results despite equity markets’ lack of direction
Bertrand Faure provides an overview of the top and bottom contributors to the Fund.
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.