Active Management Archives • Eric Sturdza Investments

Willem Vinke explores the macro environment and lessons learnt from history.

Yutaka Uda shares his vision on the future prospects for Japanese Equities.

Lilian Co considers the Chinese economy in H2 and how stimulus measures will support the market.

Discover how Mitsuhiro Yuasa is picking stocks that are well positioned to maximise on the shift in consumer habits.

Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.

Learn more about the Fed’s plans and future expectations from Eric Vanraes.

Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.

Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.

Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.

Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.

Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.

The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.