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deA view on the 2018 market movements
Bertrand Faure comments on the Fund's upside potential over the years to come.
MONTHLY FUND COMMENTARY
The closing of the Strategic US Momentum & Value Fund
Eric Sturdza comments on the Fund closing its doors and looks back on its performance during the turbulent year of 2018.
MONTHLY FUND COMMENTARY
New Family Fund launches – Offering dynamic exposure to global markets
Eric Sturdza introduces the Sturdza Family Fund, which launched in December, providing investors with the dynamic management of a global multi-asset investment portfolio.
MONTHLY FUND COMMENTARY
90 day truce agreed – Trade deal nearing
Lilian Co comments on the implications of the 90-day trade truce between the US and China.
MONTHLY FUND COMMENTARY
Sticking with good quality & growing companies
Mitsuhiro Yuasa puts the stock market's performance in December in context and comments on the Fund's current positioning.
MONTHLY FUND COMMENTARY
Growth concerns push yields lower
Eric Vanraes comments on attractive investment opportunities in the the current environment of increased volatility due to global risk aversion.
MONTHLY FUND COMMENTARY
Decisive fiscal stimulus to be implemented by government
Yutaka Uda comments on Prime Minister Abe's pursuit of higher economic growth and the respective means adopted.
MONTHLY FUND COMMENTARY
December update – There is more to come…
Willem Vinke explains his preference for defensive portfolio positioning given the current environment.
MONTHLY FUND COMMENTARY
Leveraging on the opportunities presented – the launch of the New Sturdza Family Fund
In November the Fund posted a total return of +2.51%, outperforming its benchmark by 0.63 percentage points.
MONTHLY FUND COMMENTARY
Any positive news can be a catalyst for a sharp rally
In November, the Japanese market initially declined following an announcement by Japan’s main mobile phone operator (DOCOMO) of its intention to reduce charges by 20~40% by mid-2019, triggering the stocks of 3 major telecom carriers to fall.
MONTHLY FUND COMMENTARY
Are the Worst of the Trade War Fears Now Over?
The MSCI China Total Return index rebounded strongly in November gaining 7.3% after five consecutive months of decline. All eyes were on the meeting between US President Trump and Chinese President Xi at the G20 summit on 30 November.
MONTHLY FUND COMMENTARY
Trade Tensions Trigger Uncertainty for Economic Growth
European equities continued to suffer during November, for the same reasons as highlighted in last month’s commentary (trade tensions triggering uncertainties around future economic growth, limited visibility about the Fed’s next move in December and beyond, as well as significant risk reduction across the board).