Chinese shares continue their uptrend

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.

March review: Cautious outlook remains

Willem Vinke takes a closer look at the Fund's top performing sectors and contributors in March.

A great start to the new year

Bertrand Faure comments on the contrasting behaviour of asset classes in 2018 and the beginning of 2019.

Global economy to turn around from 2H 2019 onwards

Yutaka Uda comments on the importance of fiscal policies in the current economic environment.

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.