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.

“Buy in May”

Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.

Additional Government stimuli expected

Lilian Co takes a closer look at the US-China relationship.

More accomodation in sight

Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.

Month of May lived up to its reputation

Bertrand Faure comments on the investment climate in Europe during the famously challenging month of May.

Market focuses on Trump-Xi meeting at G20 summit

Yutaka Uda comments on the market's response to the US-China trade frictions.

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 of something new? Japan’s “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

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