Sakura in London
Sakura in London, the first cherry blossoms blooming across the city, herald the beginning of Spring, the time of optimism and growth. They remind us of the balance of permanence…
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March 24, 2025
Emerging Market corporate bonds: equity-like returns with lower volatility
Investors across the globe have had to grapple with rapidly changing US policies, affecting everything from the US domestic economy, long-held North American trade pacts, the Russia-Ukraine war and the…
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March 24, 2025
Webinar: The Emerging Market Debt Strategy Investment Update – March 2025
https://youtu.be/87bRNTukwCU In this webinar Charles Gélinet, CFA & Jean-Yves Chereau, discuss why EM hard currency corporate debt should be a part of your strategic asset allocation, Trump’s tariffs and there…
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March 13, 2025
DeepSeek: New AI Apps and the Inexorable Demand for Computing Capacity
We have held Nvidia in the J. Stern & Co. World Stars Global Equity Fund since early 2022. Given the market sell-off in AI-related stocks in late January we want…
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February 20, 2025
Opportunities and Risks
The year has started off with strong performance for our World Stars Global Equity strategy. As stock market valuations have increased, our selection of globally leading quality companies and our…
February 20, 2025
Webinar: World Stars Global Equity January 2025 investment update
https://youtu.be/_TdAVoWgKX8 In this webinar Christopher Rossbach, our CIO and World Stars portfolio manager, provides an overview of our recent performance, a review of 2024 and our outlook for companies and…
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January 21, 2025
Beyond 2024: Quality and innovation will matter more than ever
As the year 2024 comes to a close, we look back at a year of dramatic events. Not all of them have turned out as we expected but others have. …
December 18, 2024
A focus on quality and diversification shines through –a review of 2024 and the outlook for 2025
In 2024, our World Stars Global Equity strategy performed strongly despite macroeconomic and geopolitical challenges thanks to its focus on quality and the diversification of the underlying drivers of value…
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December 18, 2024
J. Stern & Co. partners with Oceanside Financial Services to support expansion in the Benelux
J. Stern & Co. is pleased to announce the successful registration of its World Stars Global Equity UCITS Fund in the Netherlands. The fund was launched in 2019 and provides…
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December 18, 2024
City A.M. – Meet the Fund manager
J. Stern & Co. World Stars Global Equity FundChris Rossbach, our CIO and portfolio manager of our World Stars Global Equity Fund, recently sat down with City A.M. investment reporter…
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November 22, 2024