A year-end rally in Europe remains possible

By Willem Vinke Weak Eurozone Purchasing Managers survey results in November, coupled with disappointing economic data from China, led to mounting expectations...

Chinese stocks experienced a roller coaster ride in November

By Lilian Co Chinese stocks experienced a roller coaster ride in November. The disappointing northbound buying of A shares after the...

European economic forecasts are still expected to be cut further

By Eric Vanraes and Pascal Perrone In November, European government bond yields fell to all-time lows fuelled by speculation that...

The European government bond yields fell to all-time lows in November

By Eric Vanraes and Pascal Perrone In November, the European government bond yields fell to all-time lows fuelled by speculation that the European...

November was a one-sided month for US equities

By Eric Sturdza November was a one-sided month for US equities as stocks extended the rebound initiated on 17 October...

The Japanese economy is recovering after temporary and technical stagnation in 2Q and 3Q 2014

By Yutaka Uda In November, Japanese markets continued to rally triggered by two announcements on 31st October: the BOJ’s announcement...

High quality, good value: condensed

The assets of the Fund increased further during the month of October

By Eric Vanraes and Pascal Perrone In October, the European Central Bank (ECB) kept interest rates unchanged and started its covered...

There is some sign that the Japanese economy may come back to a healthy trend of growth

By Yutaka Uda In October, the Nikkei 225 Index recorded new year-to-date highs on the last day of the month....

October proved to be challenging for financial markets

By Eric Sturdza Following a correction of -9.8% peak to trough, from 19th September’s highs to 15th October’s lows, the...

The Fund outperformed its benchmark index in October

By Willem Vinke During the first half of October, global equity markets fell sharply due to investors’ concern over faltering economic...

The Chinese stock markets rebounded following a weak month

By Lilian Co The Chinese stock markets rebounded following a weak month in September. The growth scares in the US...