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
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
An 80-20 strategy in 2023
Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.
KOMMENTAR DES FONDS • 12-01-2023
Inflation or recession? Or both together?
Eric Vanraes discusses the actions of the Fed and plans the strategy to compliment their moves.
KOMMENTAR DES FONDS • 21-12-2022
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
We make time for each other
Banque Eric Sturdza's CEO Michaela Zanello Sturdza discusses the diversification of the Eric Sturdza Group's activities with Nicolette de Joncaire of allnews.ch.
Nachrichten • 15-12-2022
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
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
Waiting for the FOMC and the Midterms
Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.
KOMMENTAR DES FONDS • 17-11-2022
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
+75 bp is the new normal
Eric Vanraes examines the latest from the front line in the fight against inflation.