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.

Aggressive supporting measures in China

Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.

Mixed month ends with Golden Week

Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.

The reversal of the Yen could trigger a market rally

Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.

Les banques centrales au pied du mur ; en cause, les pressions en provenance de Chine

L'équipe du Sturdza Family Fund examine la situation géopolitique et évalue les réactions du marché à la publication des résultats des entreprises.

Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Inflation, inversion, recession

Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.

Making defensive preparations

Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.

Bucking the trend

Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.

Webinar: The benefit of volatility for fundamental investing

Bertrand Faure provides insights into his investing style and differentiated portfolio in this webinar hosted by allocator.

Pause and recover

Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.

Energy costs could remain high for a long time

Yutaka Uda reflects on the developments in the Japanese markets in the wake of the continuing Ukraine invasion.