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deAn 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
On the other side of the economic cycle?
The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.
Commentaire du Fonds • 05-08-2022
Which side to choose?
The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.
Commentaire du Fonds • 13-07-2022
Another award for the Sturdza Family Fund – Rating by FundsPeople
The Sturdza Family Fund is recognised by FundsPeople as one of their 'Distinguished Investment Products of the Year'.
Commentaire du Fonds • 28-06-2022
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.
Commentaire du Fonds • 20-06-2022
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.
Commentaire du Fonds • 19-05-2022
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
An inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
Commentaire du Fonds • 18-01-2022
2021 Review and 2022 Outlook
The Sturdza Family Fund team reflect on market developments throughout 2021 and offer insight into the potential areas for growth in 2022.
Commentaire du Fonds • 29-12-2021
An uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.
Commentaire du Fonds • 15-09-2021
Des revenus solides et des banques centrales indéfectibles
L'équipe du Sturdza Family Fund team se penche sur la résurgence de la pandémie et les points sur lesquels il faudra porter son attention au second semestre de l'année.
Commentaire du Fonds • 18-08-2021
Long-term investing amid an economic recovery and sector rotations
The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.