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deOpen bar at the Fed!
Eric Vanraes comments on the Fed's return to a dovish monetary policy.
Commentaire Mensuel
Change on the horizon? Japans’ “Reiwa” Era to start in May.
Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.
Commentaire Mensuel
March review: Cautious outlook remains
Willem Vinke takes a closer look at the Fund's top performing sectors and contributors in March.>
Commentaire Mensuel
A great start to the new year
Bertrand Faure comments on the contrasting behaviour of asset classes in 2018 and the beginning of 2019.
Commentaire Mensuel
Global economy to turn around from 2H 2019 onwards
Yutaka Uda comments on the importance of fiscal policies in the current economic environment.
Commentaire Mensuel
Chinese equities represent a great opportunity for long term value investing
Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund, provides an insider’s view of the Chinese markets.
Commentaire Mensuel
Strong job data offset by dovish FOMC minutes
Eric Vanraes comments on the Fed's current Quantitative Tightening Policy.
Commentaire Mensuel
A nearing trade deal?
Lilian Co discusses the progress made with regards to the US-Chinese relationship.
Commentaire Mensuel
The team continue to focus on individual growth companies
Mitsuhiro Yuasa comments on the importance of "looking at a tree not a forest".
Commentaire Mensuel
February Update: The pricing of risk assets
Willem Vinke discusses the pricing of risk assets in the current environment.
Commentaire Mensuel
Stock selection is key in the current environment
Bertrand Faure comments on the Fund's largest monthly contributor Barco and its growth potential.
Commentaire Mensuel
More upside from here?
Eric Sturdza comments on the general uncertainty about the neutral rate and the potential adjustment of the FOMC's "dot plot".