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frPast repeating… or a new paradigm?
Chris Crawford analyses the current economy and discusses historical indicators of market swings.
KOMMENTAR DES FONDS • 26-01-2023
Europe in 2023: Resilience pays off in stock picking
Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.
KOMMENTAR DES FONDS • 17-01-2023
Back to the future?
The team at Banque Eric Sturdza discuss the potential sources of growth and the outlook for 2023.
KOMMENTAR DES FONDS • 17-01-2023
Strong resilience in a challenging environment
Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.
KOMMENTAR DES FONDS • 05-01-2023
When inflation comes down…
The team at Banque Eric Sturdza reflect on a busy November and discuss more diverse opportunities as we head towards a new year,
KOMMENTAR DES FONDS • 14-12-2022
Uncovering opportunities in IT and Energy sectors
Chris Crawford discusses the opportunities and challenges for 2023 from the unique perspective of a Long / Short Investment Adviser.
KOMMENTAR DES FONDS • 08-12-2022
Growing positive trend
Bertrand Faure discusses the continuance of a bull market in which European equities can excel.
KOMMENTAR DES FONDS • 06-12-2022
History does not repeat itself but it rhymes
The team at Banque Eric Sturdza discuss macro political plays and implications for the wider economic landscape.
KOMMENTAR DES FONDS • 28-11-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
KOMMENTAR DES FONDS • 11-11-2022
Keep at it
The team at Banque Eric Sturdza discuss the actions being taken to tame inflation, improving the investment case for credit markets.
KOMMENTAR DES FONDS • 10-10-2022
Fundamental matters
Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.
KOMMENTAR DES FONDS • 10-10-2022
End of summer cool down
The Sturdza Family Fund team define the risks and concerns that are shaping the current market.