Introducing the Strategic Long Short Fund – A differentiated approach to long / short equity investing

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Charitable Giving

Eric Sturdza Investments continues its support of The Tumaini Fund, a charity which seeks to support orphans in remote regions of Tanzania.

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An optimism and corrections rally?

Willem Vinke and Louis Rieu analyse the January rally and present their expectations for 2023.

KOMMENTAR DES FONDS • 21-02-2023
Japan is entering a new growth stage

Yutaka Uda and Maiko Uda discuss the upcoming sources of growth for the Japanese economy.

KOMMENTAR DES FONDS • 16-02-2023
Strong recovery for China

Lilian Co reflects on the positive indicators for growth and the beginning of China’s recovery.

KOMMENTAR DES FONDS • 16-02-2023
The return of stability?

Cyril Bertrand and Ludovic Labal reflect on the vigorous start to 2023, with the Fund returning over 9% in January.

KOMMENTAR DES FONDS • 14-02-2023
A skyrocketing bond market

Eric Vanraes discusses the strong start to bond markets in 2023.

KOMMENTAR DES FONDS • 13-02-2023
Fast and furious…

The team at Banque Eric Sturdza reflect on the heated January markets.

KOMMENTAR DES FONDS • 13-02-2023
How will 2022 be remembered?

Willem Vinke discusses the events of 2022: a year that will doubtfully be remembered favourably in the history books.

KOMMENTAR DES FONDS • 08-02-2023
European inflows!

Bertrand Faure reflects on the bullish movements in European Equities.

KOMMENTAR DES FONDS • 08-02-2023
Old habits die hard

The Sturdza Family Fund team explore the encouraging divergence between the actions of Central Banks and investor sentiment.

KOMMENTAR DES FONDS • 07-02-2023
Past repeating… or a new paradigm?

Chris Crawford analyses the current economy and discusses historical indicators of market swings.

KOMMENTAR DES FONDS • 26-01-2023
Last month of a challenging year – looking ahead

The Sturdza Family Fund team outline the portfolio's structural plans for 2023.

KOMMENTAR DES FONDS • 26-01-2023
Sources of alpha

Willem Vinke reflects on the top performers for the Fund in December.

KOMMENTAR DES FONDS • 19-01-2023