Bucking the trend

Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.

KOMMENTAR DES FONDS • 09-05-2022

Dry January!

The Team at Banque Eric Sturdza review the first month of 2022 and explore the reasons behind the lack of the “January Effect”.

KOMMENTAR DES FONDS • 08-02-2022

At the same time

The team at Banque Eric Sturdza present their expectations for Q1 2022.

KOMMENTAR DES FONDS • 10-01-2022

Déjà vu…

The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.

KOMMENTAR DES FONDS • 10-12-2021

Phileas‘ Investment Approach to European Equities

Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

KOMMENTAR DES FONDS • 23-11-2021

An introduction to Phileas Asset Management

Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.

KOMMENTAR DES FONDS • 23-11-2021

Phileas Asset Management appointed to run flagship European equity strategy

Eric Sturdza Investments has partnered with Phileas Asset Management to act as an investment adviser for its Strategic Europe Quality Fund.

Nachrichten • 01-11-2021

Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund

Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.

Nachrichten • 29-10-2021

Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

KOMMENTAR DES FONDS • 15-09-2021

Gute Chancen für Fundamental-Investoren

Trotz der Herausforderungen die 2020 mit sich brachte, hat sich das Investmentumfeld in 2021 durch die Coronapandemie, besonders für die Investoren die sich an Fundamentaldaten orientieren, im Vergleich zu den Vorjahren verbessert. Lesen Sie hier warum...

KOMMENTAR DES FONDS • 13-09-2021

Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

KOMMENTAR DES FONDS • 18-08-2021

Marktpolarisierung bietet großartige Investitionsmöglichkeiten

Bertrand Faure gibt Ihnen Einblicke in seine Einschätzungen zu den aktuellen Marktbedingungen und den Chancen eines polarisierten europäischen Aktienmarktes.

KOMMENTAR DES FONDS • 20-04-2021