Central banks and inflation

Eric Vanraes discusses the responses of Central banks in relation to market sentiment.

Stimulus plans and relaxed restrictions

Mitsuhiro Yuasa explores the proposed US stimulus packages and how theses could positively influence the Japanese economy.

From undervalued stocks to outsized gains

Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.

Our ESG journey continues…

We fundamentally believe that the strength of a company’s governance, along with its environmental and social sustainability is central to its ability to deliver long-term growth.

Prize month for Eric Sturdza Investments with two ‚Top Performer‘ awards and a ‚Best Boutique Fund Manager‘ award

We are pleased to announce we have been awarded two EMEA Top Performer Awards and the 'UK’s Best Boutique Fund Manager' Award.

Improving outlook in Japan

Mitsuhiro Yuasa reflects on Japan's situation as vaccinations begin and the Government adopts a cautious stance.

A historical change from growth to value has just begun

Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.

A reflation sell-off

Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.

Value rotation continues

Willem Vinke discusses how the Funds are prepared for when economies reopen.

Opportunities in the Property sector

Lilian Co provides insight on the results following strong domestic consumption during the Chinese New Year holidays and the changes to regulation in the Property sector.

Eric Sturdza Investments – SFDR Article 8 compliant, our ESG journey continues…

We are pleased to advise that all sub-funds of E.I. Sturdza Funds plc are now classified as Article 8 funds.

Markets continue to normalise

Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.