Bertrand Faure revient sur les événements macro et sur les titres qui ont contribué à la performance en août.

Lire le dernier commentaire de Bertrand > Fonds >
Notre approche de l'investissement responsable

Découvrez notre approche environnementale, sociale et de gouvernance (ESG)

Eric Sturdza Investments pense que l’investissement responsable est le mieux incarné par les Principes pour l’Investissement Responsable (PRI) soutenus par l’ONU. Pour en savoir plus >

Sponsorship

Eric Sturdza Investments plants 115,000 trees

Eric Sturdza Investments has elected to continue working with the Eden Reforestation Projects (Eden) becoming a Sapling Partner in 2020.

Dernières Nouvelles

Toutes les Nouvelles
Mr Suga’s resignation could trigger a sharp rally

Yutaka Uda describes the changing landscape of the Japanese markets following PM Suga’s announcement, and the remarkable catch up in vaccinations.

Commentaire Mensuel
An uninterrupted summer

The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.

Commentaire Mensuel
Global growth outlook biased towards defensive stocks

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

Commentaire Mensuel
Opportunities emerging from dispute

Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.

Commentaire Mensuel
Riding high on the wave

Bertrand Faure revient sur les événements macro et sur les titres qui ont contribué à la performance en août.

Commentaire Mensuel
China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.

Commentaire Mensuel
Des revenus solides et des banques centrales indéfectibles

L'équipe du Sturdza Family Fund team se penche sur la résurgence de la pandémie et les points sur lesquels il faudra porter son attention au second semestre de l'année.

Commentaire Mensuel
Defensives outperform cyclicals

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

Commentaire Mensuel
New trend to last a few years at least

Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.

Commentaire Mensuel
Japan feels the wave from China

Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.

Commentaire Mensuel
Long bonds send a message

Eric Vanraes explores the changes in the economic environment and how these could impact the future of inflation and growth.

Commentaire Mensuel
Upheaval in Chinese markets

Lilian Co expands on the latest developments in China and the impact from the new regulatory laws.

Commentaire Mensuel