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.