Old habits die hard

The Sturdza Family Fund team explore the encouraging divergence between the actions of Central Banks and investor sentiment.

Last month of a challenging year – looking ahead

The Sturdza Family Fund team outline the portfolio's structural plans for 2023.

Inflation enthusiasm

The Sturdza Family Fund team reflect on the November rally and the search for opportunities to upgrade the quality of the portfolio.

An equity rebound, but no real macro progress

The Sturdza Family Fund team explore the factors creating market swings.

Entering Q4 on a volatile note

The Sturdza Family Fund team outline their plans to prosper throughout the upcoming volatility.

End of summer cool down

The Sturdza Family Fund team define the risks and concerns that are shaping the current market.

An optimistic market hopes the worst is behind us

The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.

On the other side of the economic cycle?

The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.

Margin pressures call for „quality“

The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.

Which side to choose?

The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.

Another award for the Sturdza Family Fund – Rating by FundsPeople

The Sturdza Family Fund is recognised by FundsPeople as one of their 'Distinguished Investment Products of the Year'.

Recession or not?

The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.