Three vaccines and a rally
Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.
The power of vaccine
Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines.
Early vaccine hopes raise investor sentiment
Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.
Japan’s recovery and push to digitalisation
As the COVID-19 situation improves in Japan, Mitsuhiro Yuasa discusses the different economic strategies being adopted by the Japanese government to aid recovery.
Hope of a vaccine triggers European market movements
Bertrand Faure reflects on market movements in light of further lockdowns across Europe, the US Presidential election and recent news of a potential COVID-19 vaccine.
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
Decisions over the Japanese stimulus package are taking too long
Mitsuhiro Yuasa discusses the planning and impact of the stimulus package by Japan's government.
Supporting those in need in difficult times
In these unprecedented and uncertain times, it has never been more important to show compassion and support for each other.
Eric Sturdza Investments: COVID-19 (Coronavirus) – Update 25/03/2020
An update on the relevant and necessary precautions and actions being taken to ensure the well being of all stake holders.
Cautious macro view proves wise
Willem Vinke outlines defensive plans until the impact of the current situation becomes clearer.
Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.
Chinese government implements supportive methods
Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.