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deUnderpriced stocks prevail – thank you pessimists!
Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.
Commentaire du Fonds • 11-08-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
Commentaire du Fonds • 11-08-2022
Fed funds at 2.5%, inflation reaches 9.1%
Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.
Commentaire du Fonds • 09-08-2022
An optimistic market hopes the worst is behind us
The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.
Commentaire du Fonds • 09-08-2022
Risques sur les Marges – Favoriser la Qualité
L’équipe du Sturdza Family Fund détaille les conditions macroéconomiques actuelles et en déduit la suite à venir
Commentaire du Fonds • 20-07-2022
Positive shocks
Lilian Co describes the steady stream of events that have received encouraging market reactions.
Commentaire du Fonds • 20-07-2022
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
Commentaire du Fonds • 19-07-2022
First the price actions, then the fundamentals
Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.
Commentaire du Fonds • 15-07-2022
Rich pickings
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
Commentaire du Fonds • 15-07-2022
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.
Commentaire du Fonds • 15-07-2022
Stock deratings provide compelling opportunities
Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.
Commentaire du Fonds • 14-07-2022
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.