de
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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
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
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
Markets shift focus from Price to Earnings
Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.
KOMMENTAR DES FONDS • 13-06-2022
Central banks in a corner amid cyclical pressures from China
The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.
KOMMENTAR DES FONDS • 16-05-2022
TINA, inflation and Ukraine
The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.