Green shoots spotted

BY WILLEM VINKE The period of cheap oil and supportive central banks continues. In Europe, green shoots continue to be...

Draghi’s bazooka is stronger than Grexit fears

BY ERIC VANRAES & PASCAL PERRONE In March, the European economy continued to show signs of improvement while US economic statistics...

Premier Li speech boosts Chinese stocks, with more measures to support the economy

BY LILIAN CO China stocks continued to rally, thanks to ongoing easing policies and a supportive speech by Premier Li....

The Fed will be more “Patient” than ever…

BY ERIC VANRAES & PASCAL PERRONE In March, the European economy continued to show signs of improvement while US economic statistics...

Investing in European equities – not afraid to be “boring”

Mr Vinke, you are the portfolio manager of the EI Sturdza Strategic Europe Value Fund. Can you give us more...

Further consolidation leads to soft first quarter for U.S. equity markets

BY ERIC STURDZA The month of March saw the U.S. equity market decline by -1.74% while the Fund returned -0.16%,...

CAPEX to lead a strong economic recovery

BY YUTAKA UDA In March the Japanese market showed a marginal rise by the end of the month with the...

Investieren in europäische Aktien: keine Angst vor „Langeweile“

Herr Vinke, Sie sind Portfoliomanager des EI Sturdza Strategic Europe Value Fund. Wodurch zeichnet sich dieser Fonds aus? Die Strategie...

Getting ready for QE

BY WILLEM VINKE Both equity and bond markets continued to react positively to the anticipated rise in liquidity and asset...

Ample room for RRR and interest rate cuts

BY LILIAN CO Chinese share markets were buoyant in February, with the CSI 300 and the MSCI China indices up...

Currency wars become a yield war

BY ERIC VANRAES & PASCAL PERRONE In February, Central bank stimulus and deflation fears led to record-low yields. As the currency war continued, many...

QE and the alignment of planets

BY ERIC VANRAES & PASCAL PERRONE In February, Central bank stimulus and deflation fears led to record-low yields. As the currency...