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frPay attention to the Prime Minister’s new policy
Yutaka Uda discusses the progress made against COVID and the end of the political uncertainty.
MONATLICHER FONDSKOMMENTAR
Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund
Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.
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Supporting the local economy is key for the next government
Mitsuhiro Yuasa explores the options available to the next government to support the local economy.
MONATLICHER FONDSKOMMENTAR
Only transitory? Look at real yields!
Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.
MONATLICHER FONDSKOMMENTAR
Wenn der Nebel sich lichtet
Nach einem volatilen September skizziert Bertrand Faure die Chancen, die sich daraus ergeben.
MONATLICHER FONDSKOMMENTAR
China Investment Focus: Evergrande and its implications
Edouard Bouhyer of the Banque Eric Sturdza Investment Committee examines the recent events affecting Evergrande and the implications of the restructuring.
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Participation in The Investor Agenda’s 2021 Global Investor Statement
Eric Sturdza Investments urges governments to rapidly scale up their climate ambition and is a signatory of the Global Investor Statement.
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The “common prosperity” plan
Lilian Co explores the recent “common prosperity” changes to regulations and the fitness programme, which is benefiting the Sports industry.
MONATLICHER FONDSKOMMENTAR
A reverse taper tantrum?
Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.
MONATLICHER FONDSKOMMENTAR
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.
MONATLICHER FONDSKOMMENTAR
An uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.
MONATLICHER FONDSKOMMENTAR
Global growth outlook biased towards defensive stocks
Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.