A YTD stock-level review

Bertrand Faure provides a detailed commentary about the Fund's and its underlying stocks' YTD performance.

April update: Defensive portfolio positioning maintained

Willem Vinke provides his market outlook for the second half of the year.

A start to something new? The “Reiwa” Era

Mitsuhiro Yuasa comments on the outlook of the Japanese market in 2019 and the Fund's current portfolio strategy.

Pick up of construction orders likely to trigger an economic recovery

Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.

Chinese shares continue their uptrend in April

Lilian Co takes a closer look at Chinese auto, property and liquor stocks.

Cautiously optimistic

Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.

Low Inflation + Weak Growth = Strong Rally

Eric Vanraes comments on the macro economy in the US and Europe and discusses investment opportunities given the current environment.

Chinese Stocks remain buoyant following US-China talks progress

During March, sentiment regarding Chinese stocks remained buoyant following progress in the US-China trade talks. Lilian Co comments.

Overall sentiment should improve, despite short term uncertainties

Eric Sturdza comments on the Central banks turning Dovish.

European equity markets are showing signs of becoming more rational in 2019

Bertrand Faure provides insight on the European equity markets and his Fund’s investment process.

Open bar at the Fed!

Eric Vanraes comments on the Fed's return to a dovish monetary policy.

Change on the horizon? Japan’s “Reiwa” Era to start in May

Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.