Webinar: The Emerging Market Debt Strategy Investment Update – September 2024

https://www.youtube.com/watch?v=3F6HOvYoYvs In this webinar Charles Gélinet, CFA & Jean-Yves Chereau, the portfolio managers, provide an investment update for the Emerging Market Corporate Debt strategy. Moderated by Sandy Soames, Partner.

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Nvidia – The undisputed leader in AI

Nvidia – compelling summary from Giles Tulloch, a partner of J. Stern & Co., who leads our technology investments. He showcases the Nvidia ecosystem, relentless new product development and strong…

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Webinar: World Stars Global Equity Investment Update September 2024

https://youtu.be/9eTJuSNqGBI In addition to our performance and portfolio positioning, we provide a detailed update on four of our stocks (two healthcare, one consumer and one technology), and our views on…

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Webinar: World Stars Global Equity Investment Update February 2024

https://youtu.be/0gY2EfVaHRE In addition to our performance and portfolio positioning, we discuss developments in AI and its increasing reach within and across our portfolio; ESG; and market outlook. The webinar is…

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Webinar: World Stars Global Equity investment update September 2023

https://youtu.be/k8wtcpFiP28 In addition to our performance and portfolio positioning, we will be talking about Nvidia, our largest position at 8% weight, and RTX, the leading aerospace and defense business, whose…

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Webinar: Star Multi-Asset Income Fund Investment Update June 2023

https://youtu.be/tRrFIDo1-L0 Our multi-asset strategy has had a strong first half of 2023, up 8.5% in USD, and we believe the outlook is quite benign, especially for fixed income returns. Jean-Yves Chereau,…

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Webinar: World Stars Global Equity April 2023 investment update

https://youtu.be/3LTffyRBb9Q In addition to discussing our performance, portfolio positioning, and the global market outlook, our CIO and World Stars portfolio manager, Christopher Rossbach, gives an update on our technology stocks, the resilience of…

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Webinar: Turmoil at the bank

https://youtu.be/6dvV4enKMTE How does the collapse of a bank in California that was not well-known lead to the seeming collapse of Credit Suisse, one of the 50 biggest banks in the world?…

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Webinar: The Emerging Market Debt Stars Fund Launch February 2023

https://youtu.be/G32LF9DmAbw In this webinar Charles Gélinet, CFA & Jean-Yves Chereau, the portfolio managers, discuss the track record of the Emerging Market Corporate Debt strategy over the past two years, our investment…

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Webinar: World Stars Global Equity January 2023 investment update

https://youtu.be/mpGomguvvbU In this webinar Christopher Rossbach, our CIO and World Stars portfolio manager, discusses the reopening of the Chinese economy, the recent cost-cutting measures being implemented by a number of…

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