China goes from strength to strength

QUAERO Capital - Chinese dragon
Photo: DR

China’s economic outlook and market continues to go from strength to strength and the country now accounts for over 30% of Quaero Capital’s Bamboo strategy. However, while China’s economy is robust, its debt levels remain a concern. President Xi Jinping has decreed that stability is the watchword until October, so volatility would normally remain subdued. But the enduring property bubble is a difficult challenge for the Beijing leadership.Read more

Inexplicable volatility affecting most markets tests conviction strategies

Market volatility
Photo: DR

Fund managers are sometimes criticised for glossing over underperformance and claiming extraordinary market insights, adjusting their ‘convictions’ to suit any circumstances. But we believe our sophisticated investors deserve better than that. We are not prepared to dress up our numbers or ‘morph’ our strategy, despite the present difficult investing environment.Read more