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New Europe Equity Fund – Portfolio Update
News
Remote Working
For four weeks now, the majority of our firm has worked from home. Thanks to a fantastic head of IT, and significant investment in video conferencing last year, our work has continued without a blip. Each in our own homes we’re able to use our systems, securely locate files from our drives and speak to each other face to video-face whenever we need to.
Letter from confinement – Weekly Update
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Letter from confinement – Weekly Update
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European Small Cap Equity Funds – Portfolio Update
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La mort du cygne noir
Cette chronique de Jean Keller a été publiée dans Le Temps du 6 avril 2020. Lire l’article.
Comme nous venons d’en avoir cruellement la confirmation, les mesures habituelles de contrôle du risque ne protègent que contre des situations déjà connues. De fait, la destruction de valeur importante de ces dernières semaines nous montre qu’il est peut-être temps de revenir aux fondamentaux pour redonner la priorité à l’économie réelle.
A view from Japan – Outlook and Portfolio Update
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Letter from confinement – Weekly Update
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Infrastructure Securities in the Current Volatile Market – Sector Update and Fund Positioning
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Accessible Clean Energy – Les Enjeux Clés pour Investir dans l’Energie Propre en 2020
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