Les conditions économiques encore en faveur des actions
L'équipe du Sturdza Family Fund examine les scénarios possibles des marchés d'actions et leurs conséquences potentielles.
Strong earnings confirm global recovery
Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.
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.
Une reprise de l’activité économique encourageante
Eric Sturdza revient sur un premier trimestre mouvementé sur les marchés d'actions mais accompagné d’un retour à la normale.
Markets continue to normalise
Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.
Too much consensus?
Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.
A record year in review
Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.
2020 in review: plenty of records, but where to from here?
Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.
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.
Finding opportunities in a consolidating market
Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.
The way forward
Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.