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frRecession or not?
The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.
KOMMENTAR DES FONDS • 20-06-2022
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
KOMMENTAR DES FONDS • 17-06-2022
The BoJ should be forced to change its stance
Yutaka Uda shares his vision on the future prospects for Japanese Equities.
KOMMENTAR DES FONDS • 17-06-2022
Stimulus plans for China
Lilian Co considers the Chinese economy in H2 and how stimulus measures will support the market.
KOMMENTAR DES FONDS • 17-06-2022
Japanese business adapts to new consumer behaviour
Discover how Mitsuhiro Yuasa is picking stocks that are well positioned to maximise on the shift in consumer habits.
KOMMENTAR DES FONDS • 17-06-2022
Timing of the rebound
Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.
KOMMENTAR DES FONDS • 15-06-2022
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
KOMMENTAR DES FONDS • 13-06-2022
Markets shift focus from Price to Earnings
Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.
KOMMENTAR DES FONDS • 13-06-2022
Avoiding the European equities whirlpool
Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.
KOMMENTAR DES FONDS • 09-06-2022
Switzerland’s Pension Symposium & Pension Market Trade Fair
Eric Sturdza Investments attended Switzerland's biggest pension fund event, The Pension Symposium & Pension Market Trade Fair.
Nachrichten • 25-05-2022
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.
KOMMENTAR DES FONDS • 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.