The bond market plays a waiting game
Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.
Inflation fears make a comeback
Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.
The Fed saves jobs, but personal woes continue
Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.
Investors’ risk appetite persists
Eric Vanraes examines investors' preference in H1 2020 for equities and high-risk bonds; at the expense of long dates US Government bonds.
A bright future for most bonds… but not all!
Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today and how he reflects these in his three step investment process.
TIPS and hybrids, a relevant barbell
Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.
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.
Tactical decrease of credit risk
Eric Vanraes sets out the strategy of reducing risk and seizing quality opportunities in a time when future contracts cross the zero line.
Safe haven treasuries and credit opportunities
Eric Vanraes' outlook remains focused on two major situations; the macroeconomic situation (including growth and inflation) and Central Banks’ behaviour.
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.