Récession ou pas ?

L'équipe de la Banque Eric Sturdza évoque la hausse des taux de la Réserve Fédérale, la lutte contre l'inflation et l'évolution des ratios P/E.

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.

During War Time

The Team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.

Vers une nouvelle guerre froide ?

L'équipe de la Banque Eric Sturdza passe en revue les événements historiques qui ont secoué le monde et polarisé les marchés boursiers - en les comparant à l'activité du marché aujourd'hui.

Janvier au régime sec !

L'équipe de la Banque Eric Sturdza passe en revue le premier mois de 2022 et explore les raisons de l'absence de "l'effet janvier".

At the same time

The team at Banque Eric Sturdza present their expectations for Q1 2022.

COVID, inflation and central banks behaviour

Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.

Déjà vu…

The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.

The Fed remains key driver ahead of US elections

Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.

TIPS and hybrids, a relevant barbell

Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.

US yields steady in December despite trade deal and the Fed

Eric Vanraes: Current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.

Continued Equity Upside

Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.