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deWill the government’s aggressive response be the turning point?
Lilian Co discusses the results of the Party Congress re-election and the effects of a COVID resurgence.
Commentaire du Fonds • 23-11-2022
Growth driver to shift from IT to Infrastructure
Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.
Commentaire du Fonds • 22-11-2022
Waiting for the FOMC and the Midterms
Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.
Commentaire du Fonds • 17-11-2022
Seizing new opportunities
Cyril Bertrand and Ludovic Labal analyse the stocks that have contributed to October's gains.
Commentaire du Fonds • 17-11-2022
An equity rebound, but no real macro progress
The Sturdza Family Fund team explore the factors creating market swings.
Commentaire du Fonds • 11-11-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
Commentaire du Fonds • 11-11-2022
Quatrième trimestre amorcé avec une note de volatilité
L'équipe du Sturdza Family Fund présente ses plans pour naviguer au travers de la volatilité à venir.
Commentaire du Fonds • 19-10-2022
Valuations are becoming attractive
Willem Vinke reflects on the strategies of central banks and ensuing prospects.
Commentaire du Fonds • 19-10-2022
Internal controls – external sanctions
Lilian Co describes the latest changes to Chinese markets and provides her expectations for the 20th Communist Party Congress.
Commentaire du Fonds • 18-10-2022
Inbound spending should have a powerful impact on the market
Yutaka Uda and Maiko Uda explore new sources of potential growth in Japan as the borders finally open up.
Commentaire du Fonds • 18-10-2022
+75 bp is the new normal
Eric Vanraes examines the latest from the front line in the fight against inflation.
Commentaire du Fonds • 13-10-2022
Will history repeat?
Cyril Bertrand and Ludovic Labal investigate the cyclical nature of the economy, using this to guide the structure of the portfolio.