Bertrand Faure reflects on macro events and expands on the stocks that have contributed to performance in August.

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Latest Insights

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Mr Suga’s resignation could trigger a sharp rally

Yutaka Uda describes the changing landscape of the Japanese markets following PM Suga’s announcement, and the remarkable catch up in vaccinations.

Monthly Fund Commentary
An uninterrupted summer

The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.

Monthly Fund Commentary
Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Monthly Fund Commentary
Opportunities emerging from dispute

Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.

Monthly Fund Commentary
Riding high on the wave

Bertrand Faure reflects on the macro events and expands on the stocks that have contributed to performance in August.

Monthly Fund Commentary
China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.

Monthly Fund Commentary
Solid earnings and steadfast central banks

The Sturdza Family Fund team reflect on the pandemic recovery and outline the points of focus for the second half of the year.

Monthly Fund Commentary
Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

Monthly Fund Commentary
New trend to last a few years at least

Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.

Monthly Fund Commentary
Japan feels the wave from China

Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.

Monthly Fund Commentary
Long bonds send a message

Eric Vanraes explores the changes in the economic environment and how these could impact the future of inflation and growth.

Monthly Fund Commentary
Upheaval in Chinese markets

Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.

Monthly Fund Commentary