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frSector shifts on a global front
Willem Vinke delivers an overview of the global markets and expects a shift as a pandemic becomes an endemic.
KOMMENTAR DES FONDS
Regulations, stimulus and sanctions
Lilian Co reflects on the regulatory changes that have shaken the Chinese markets in 2021, both internal and external.
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Just the beginning of a paradigm shift
Yutaka Uda discusses the positive change in outlook for Japanese equities.
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An inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
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The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
Morningstar has awarded the Sturdza Family Fund a 4-Star rating and a 5-Globe Sustainability rating.
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Japan bolstered by tech demand
Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.
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Laying foundations for future growth
Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.
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Omicron and the hawks
Eric Vanraes discusses the outlook and strategy for Q1 2022.
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At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
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Formula 1 and bond management
Eric Vanraes explores the analogy between Formula 1 and credit bond management in relation to risk management.
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A strong finish to a strong year
Bertrand Faure reflects on some excellent results that sees the Strategic European Silver Stars Fund gain significant momentum in the final days of 2021.
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2021 Review and 2022 Outlook
The Sturdza Family Fund team reflect on market developments throughout 2021 and offer insight into the potential areas for growth in 2022.