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.

KOMMENTAR DES FONDS • 14-04-2022
Markets and the peace dividend

The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.

KOMMENTAR DES FONDS • 17-03-2022