de
en
frOld habits die hard
The Sturdza Family Fund team explore the encouraging divergence between the actions of Central Banks and investor sentiment.
KOMMENTAR DES FONDS • 07-02-2023
Last month of a challenging year – looking ahead
The Sturdza Family Fund team outline the portfolio's structural plans for 2023.
KOMMENTAR DES FONDS • 26-01-2023
Inflation enthusiasm
The Sturdza Family Fund team reflect on the November rally and the search for opportunities to upgrade the quality of the portfolio.
KOMMENTAR DES FONDS • 20-12-2022
An equity rebound, but no real macro progress
The Sturdza Family Fund team explore the factors creating market swings.
KOMMENTAR DES FONDS • 11-11-2022
Entering Q4 on a volatile note
The Sturdza Family Fund team outline their plans to prosper throughout the upcoming volatility.
KOMMENTAR DES FONDS • 19-10-2022
End of summer cool down
The Sturdza Family Fund team define the risks and concerns that are shaping the current market.
KOMMENTAR DES FONDS • 29-09-2022
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.
KOMMENTAR DES FONDS • 09-08-2022
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.
KOMMENTAR DES FONDS • 05-08-2022
Margin pressures call for „quality“
The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.
KOMMENTAR DES FONDS • 20-07-2022
Which side to choose?
The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.
KOMMENTAR DES FONDS • 13-07-2022
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'.
KOMMENTAR DES FONDS • 28-06-2022
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.