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.
Onwards and upwards
Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.
Where to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
The Sturdza Family Fund: Objective, Philosophy & Risk Management
The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.
The Sturdza Family Fund: Overview of the Team
Eric Sturdza discusses the qualities that the team of the Sturdza Family Fund possess and each member provides an introduction explaining their role within the Fund.
The Sturdza Family Fund: An Introduction
Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.
Markets rebound on global governments’ “whatever it takes”
Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.
Eric Sturdza looks ahead: the corporate earnings season starting in mid-April will likely give some additional colour around companies’ plans to weather the current storm.
‘Active and wealth management’ article by allnews
Marc Craquelin & Constantin Sturdza discuss the potential long-term ‘protective’ nature of the Sturdza Family Fund strategy during extreme scenarios.
Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.
TINA* effect interrupted by nCov
Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.