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deThe (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.
Commentaire du Fonds • 19-05-2022
Aggressive supporting measures in China
Lilian Co discusses the policy changes made in China to support the economy while Omicron comes under control.
Commentaire du Fonds • 18-05-2022
Mixed month ends with Golden Week
Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.
Commentaire du Fonds • 18-05-2022
The reversal of the Yen could trigger a market rally
Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.
Commentaire du Fonds • 16-05-2022
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.
Commentaire du Fonds • 16-05-2022
Identifying robust companies
Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.
Commentaire du Fonds • 13-05-2022
Inflation, inversion, recession
Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.
Commentaire du Fonds • 12-05-2022
Making defensive preparations
Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.
Commentaire du Fonds • 10-05-2022
Bucking the trend
Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.
Commentaire du Fonds • 09-05-2022
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.
Webinar • 26-04-2022
Pause and recover
Lilian Co reflects on China’s economic recovery and global and local actions that will influence the timeline.
Commentaire du Fonds • 21-04-2022
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.