Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.

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Webinar – The Strategic European Silver Stars Fund

The benefit of volatility for fundamental investing

Bertrand Faure provides insights into his investing style and differentiated portfolio in this webinar hosted by allocator.

Latest Insights

Insights
The (hard) return to reality

The Team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.

Fund Commentary • 19-05-2022
Aggressive supporting measures in China

Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.

Fund Commentary • 18-05-2022
Mixed month ends with Golden Week

Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.

Fund Commentary • 18-05-2022
The reversal of the Yen could trigger a market rally

Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.

Fund Commentary • 16-05-2022
Central banks in a corner amid cyclical pressures from China

The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.

Fund Commentary • 16-05-2022
Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Fund Commentary • 13-05-2022
Inflation, inversion, recession

Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.

Fund Commentary • 12-05-2022
Making defensive preparations

Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.

Fund Commentary • 10-05-2022
Bucking the trend

Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.

Fund Commentary • 09-05-2022
Webinar: The benefit of volatility for fundamental investing

Bertrand Faure provides insights into his investing style and differentiated portfolio in this webinar hosted by allocator.

Webinar • 26-04-2022
Pause and recover

Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.

Fund Commentary • 21-04-2022
Energy costs could remain high for a long time

Yutaka Uda reflects on the developments in the Japanese markets in the wake of the continuing Ukraine invasion.

Fund Commentary • 19-04-2022