Supporting the local economy is key for the next government

Mitsuhiro Yuasa explores the options available to the next government to support the local economy.

Only transitory? Look at real yields!

Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.

Lorsque le brouillard se dissipe

Bertrand Faure souligne les opportunités qui se concrétisent après un mois de septembre marqué par la volatilité.

China Investment Focus: Evergrande and its implications

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee examines the recent events affecting Evergrande and the implications of the restructuring.

The “common prosperity” plan

Lilian Co explores the recent “common prosperity” changes to regulations and the fitness programme, which is benefiting the Sports industry.

A reverse taper tantrum?

Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.

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.

An uninterrupted summer

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

Global growth outlook biased towards defensive stocks

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

Opportunities emerging from dispute

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

Riding high on the wave

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

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.