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dePast repeating… or a new paradigm?
Chris Crawford analyses the current economy and discusses historical indicators of market swings.
Commentaire du Fonds • 26-01-2023
Last month of a challenging year – looking ahead
The Sturdza Family Fund team outline the portfolio's structural plans for 2023.
Commentaire du Fonds • 26-01-2023
Sources of alpha
Willem Vinke reflects on the top performers for the Fund in December.
Commentaire du Fonds • 19-01-2023
Europe in 2023: Resilience pays off in stock picking
Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.
Commentaire du Fonds • 17-01-2023
Retour vers le Futur ?
L'équipe de la Banque Eric Sturdza évoque les sources potentielles de croissance et les perspectives pour 2023.
Commentaire du Fonds • 17-01-2023
New BoJ Governor to trigger Yen’s strength
Yutaka Uda and Maiko Uda reflect on the Japanese economy over recent months and discuss expectations for 2023.
Commentaire du Fonds • 17-01-2023
2023 drivers: resilience and productivity
Cyril Bertrand and Ludovic Labal discuss the portfolio holdings and their expectations for 2023.
Commentaire du Fonds • 17-01-2023
Property resurgence in China
Lilian Co discusses the Chinese market recovery and the new policies that should positively impact the Property sector.
Commentaire du Fonds • 12-01-2023
An 80-20 strategy in 2023
Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.
Commentaire du Fonds • 12-01-2023
Strong resilience in a challenging environment
Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.
Commentaire du Fonds • 05-01-2023
Addressing poverty and food insecurity in Brazil
Eric Sturdza Investments continues to support the Eden Reforestation Projects in 2023 and provides an update on the achievements of 2022.
Actualités • 04-01-2023
Empowerment through education
Eric Sturdza Investments continues its support of The Tumaini Fund, a charity which seeks to support orphans in remote regions of Tanzania.