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.

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.

The Federal Reserve yields

Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.

Federal Reserve provides a degree of certainty to market

Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.

July Update: More volatility to come?

Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.