The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies

Bertrand Faure provides insight on the potential opportunities available in European equities towards the backend of 2019.

Central Bank activism gives market confidence boost

Against a strong market rebound in June, Bertrand Faure comments on the Fund's largest performance contributors.

Renewed hopes of a trade truce

Lilian Co takes a closer look at the US-China trade truce struck in June.

The Fed – playing a big role for the market

Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.

The Central Bank’s dovishness – where to next?

Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.

G20 meeting able to release some tensions

Mitsuhiro Yuasa comments on the potential impact of the upcoming election and consumption tax hike in Japan.

June update: A strong rebound

Willem Vinke reviews H1 and the recent market rally, at the same time providing his outlook for H2.

A broad market rally

Eric Vanraes comments on the Central Bank's guidance, triggering a broad cross-asset market rally in June.

Market Polarisation – A H1 Review

Marc Craquelin comments on the interest rate environment in H1 and the resulting market polarisation.

Japan opens itself internally and externally

MItsuhiro Yuasa discusses how Japan's economy is closely intertwined with those of the USA and China, plus the EU Economic Partnership Agreement.

May update – preference for defensive portfolio positioning maintained

Willem Vinke takes a closer look at the Funds' performance contributors in May.

All eyes on the G20 meeting in June

Mitsuhiro Yuasa comments on the potentially delayed consumption tax hike and its impact on Japan.