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...

How China equity investors can play weak euro

Lilian Co, portfolio manager of the Strategic China Panda Fund discusses some big trends which are developing in 2015, such as: “weak euro, strong...

Lilian Co’s thoughts on China’s GDP growth target

China reported 7.4% GDP growth in 2014, roughly in line with the government’s target of 7.5%.

Markets recover quickly as oil prices start to rise

BY YUTAKA UDA In February the Japanese market showed a rise across the board especially towards the end of the...

Strong February, yet currency headwinds persist

BY ERIC STURDZA February was a strong month for US equity markets, with the S&P 500 Index quickly reversing its...

US fixed-income markets performances exceed expectations

BY ERIC VANRAES & PASCAL PERRONE US fixed-income markets performances in January exceeded expectations as economic data was disappointing in...