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frFed & ECB jumbo rate hikes expected vs. inflation
Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.
KOMMENTAR DES FONDS • 21-09-2022
Summer Heat
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
Fed funds at 2.5%, inflation reaches 9.1%
Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.
KOMMENTAR DES FONDS • 09-08-2022
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
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
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
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
KOMMENTAR DES FONDS • 19-07-2022
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
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
KOMMENTAR DES FONDS • 13-06-2022
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
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.