Will Q3 be so rosy?
Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.
KOMMENTAR DES FONDS • 08-09-2022
The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.
KOMMENTAR DES FONDS • 05-09-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
KOMMENTAR DES FONDS • 11-08-2022
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
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
KOMMENTAR DES FONDS • 15-07-2022
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
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.
KOMMENTAR DES FONDS • 20-06-2022
Avoiding the European equities whirlpool
Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.
KOMMENTAR DES FONDS • 09-06-2022
The (hard) return to reality
The Team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.
KOMMENTAR DES FONDS • 19-05-2022
During War Time
The Team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.
KOMMENTAR DES FONDS • 12-04-2022
Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.
KOMMENTAR DES FONDS • 08-04-2022
Resilience through preparation
Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.