September update

– August and September saw the return of many investors towards Equity Growth funds. Asset managers saw strong inflows on the back of this trend. The summer ended with once again a positive month for global equities as the strong earnings momentum from US and...

August update

– Global equities ended July slightly up as the positive surprises from the quarterly earnings’ season were overshadowed by economic slowdown concerns, the rise of the delta variant and the Fed’s tapering talks. All funds on the range (ex EM) showed strong...

July update

– As we are heading into a busy news week with Fed announcements, many Q2 earnings results and EU key data publications, July might reinforce the return of investors towards quality growth equity investing. All funds performed strongly in June, 100%...

June update

– As we are waiting for several important speeches this week, we are expecting further volatility until the end of the month as we saw during May. Despite uncertainty and the rotation, our fund managers haven’t experienced much redemptions, confirming long term...

May update

– The positive trend in global equities continued in April amid an ongoing positive macro-economic backdrop (improving PMIs, recovering GDPs and solid employment numbers) and a strong start to the earnings season while central banks maintained their...

April update

– Global equities had a strong performance in March supported by the ongoing economic recovery and positive vaccine news flow. While defensive sectors recovered, cyclical sectors continued to perform well and the rotation triggered further profit taking in...

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