Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

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.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Which side to choose?

The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.

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.

Avoiding the European equities whirlpool

Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.

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.

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.

Resilience through preparation

Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.

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".