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People

• Eric I. Sturdza
• Georges Gutmans
• Brenda Petsche
• Andy Fish
• Adam Turberville
• Rose Toussaint-Stephens
• Luis Brito, CFA
• Sharon Perryman
• Richard Taylor
• Lilian Co
• Bertrand Faure
• Eric I. Sturdza
• Constantin Sturdza
• Yutaka Uda
• Eric Vanraes
• Willem Vinke
• Mitsuhiro Yuasa
• James Wellwood
• Laura Campbell
• Jerome Papailhau
• Marc Craquelin
• Damir Zjacic
• Eric Sturdza Investments
• Eric De Serigny

News:

• Investing in European ‘Quality Growth’?
• The Storm before the Calm?
• Current market shift provides great entry opportunity
• A pause in the rally or the first step of a correction?
• China and the USA: Back and Forth
• September Update: Weight Problem?
• Expanding Horizons
• Is the End in Sight?
• A sense of déjà vu
• August’s Yen Strength
• A busy August
• August update: Macro view remains unchanged
• BDI recovers: Has global manufacturing bottomed out?
• Hong Kong’s property and retail sectors under pressure
• Recession fears lead to a sharp bond rally
• Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
• Rebound or a real rotation?
• Some strong H1 results despite equity markets’ lack of direction
• A reluctant first Fed rate cut
• The Federal Reserve yields
• Federal Reserve provides a degree of certainty to market
• July Update: More volatility to come?
• Market moves sideways in July
• Consumption tax hike unlikely to constitute risk for economy
• European Equities: The potential for value creation in the long-term
• The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies
• Change of name and minimum investment criteria for the Strategic Europe Value Fund
• Chinese Equities: Fundamental investing in light of the U.S. and China trade talks
• Central Bank activism gives market confidence boost
• Renewed hopes of a trade truce
• The Fed – playing a big role for the market
• The Central Bank’s dovishness – where to next?
• G20 meeting able to release some tensions
• Triathlon team win two Gold and two Silver medals
• June update: A strong rebound
• A broad market rally
• Je vous parle d’un temps
• In-depth due diligence, a basic requirement for long term sustainability
• Japan opens itself internally and externally
• May update – preference for defensive portfolio positioning maintained
• All eyes on the G20 meeting in June
• “Buy in May”
• Additional Government stimuli expected
• More accomodation in sight
• Month of May lived up to its reputation
• Market focuses on Trump-Xi meeting at G20 summit
• Japanese Equities: Long-term investing in the Reiwa era
• A YTD stock-level review
• April update: Defensive portfolio positioning maintained
• A start of something new? Japan’s “Reiwa” Era
• Pick up of construction orders likely to trigger an economic recovery
• Chinese shares continue their uptrend
• Cautiously optimistic
• Low Inflation + Weak Growth = Strong Rally
• Chinese Stocks remain buoyant following US-China talks progress
• Overall sentiment should improve, despite short term uncertainties
• European equity markets are showing signs of becoming more rational in 2019
• Open bar at the Fed!
• Change on the horizon? Japan’s “Reiwa” Era to start in May
• March review: Cautious outlook remains
• A great start to the new year
• Global economy to turn around from 2H 2019 onwards
• Chinese equities represent a great opportunity for long-term value investing
• Strong job data offset by dovish FOMC minutes
• A nearing trade deal?
• The team continue to focus on individual growth companies
• February Update: The pricing of risk assets
• Stock selection is key in the current environment
• More upside from here?
• Infrastructure spending will help the global economic recovery
• Brexit and potential impact on the Strategic Europe Value Fund
• Development on US-China trade talks to trigger a miraculous jump for the market
• Government measures introduced to counter the slowdown
• We find and invest in growth opportunities as always. This time, it’s 5G.
• January Rebound
• Dovish Cup: FED-ECB Finish 1-1
• The FED and ECB Remain Flexible
• January Update
• A view on the 2018 market movements
• The closing of the Strategic US Momentum & Value Fund
• New Family Fund launches – Offering dynamic exposure to global markets
• 90 day truce agreed – Trade deal nearing
• Sticking with good quality and growing companies
• Growth concerns push yields lower
• Decisive fiscal stimulus to be implemented by government
• December update – there is more to come…
• Leveraging on the opportunities presented – the launch of the New Sturdza Family Fund
• Any positive news can be a catalyst for a sharp rally
• Are the Worst of the Trade War Fears Now Over?
• Trade Tensions Trigger Uncertainty for Economic Growth
• Fund Update – November 2018
• The New Immigration Law – Another Step Towards New Japan
• Ready for a Bond Rally by the end of the year?
• Strategic European Smaller Companies Fund – 2018 YTD Performance Review
• Sturdza Family Fund – Benchmarks
• Our commitment to charitable giving
• Evolution in EI Sturdza’s Product Offering
• Season’s Greetings 2018
• Seeking Excellence Across Global Markets
• Investor sentiment dominated by fear of Trade War
• October update – A preference for defensive portfolio positioning
• Japanese companies have strength to deliver profits
• October turmoil
• October lived up to its reputation being a difficult month
• Bonds driven by risk aversion in October
• Property market to enjoy “longer strides”
• Japan on the road to growth – Understanding the mission and values of companies
• Never so good?
• September update – Cautious view maintained
• Valuation dichotomy between growth and value reaches a level not seen since 1999
• Stable government, stable strategies and stable growth
• Italy and the Fed – Two key drivers of the bond markets in September
• Sentiment towards A-Shares boosted during September
• Work-style reform related bills continue to impact economy
• Higher yields – Not necessarily bad for equities
• Brexit Impacts for EI Sturdza
• Asian Equities: Opportunity for Growth in China and Japan
• Disparities in European equity stock valuations lead to a great opportunity
• Fundamentals associated with property sector remain solid in August
• The Fed more predictable than the ECB?
• Healthly labour backdrop reiterated
• Online retailers continue to disrupt established market players in August
• August update: Strong run of industrials during the month
• Existing growth opportunities in Japan despite natural disasters
• Japan’s vulnerability to natural disasters should urge sizable fiscal spending
• China Equities: Core Investment Themes for Chinese Growth
• Japanese Equities: A Growth Opportunity
• July update
• Interest in domestic exporters pushes Nikkei and Topix higher in July
• GDP growth in Q2 driven by strong consumer spending
• Markets driven by momentum rather than fundamentals
• June export growth above expectations
• A beautiful summer clouded by trade war escalation
• Bank of Japan takes a more flexible approach to monetary policy
• A Bright Future for Japanese Equities
• June update
• Dollar/Yen rate remains around 110 in June
• Trade tantrum or taper tantrum?
• Devaluation of Renminbi perceived as unlikely
• Capital spending significantly boosted by tax reform
• European active funds shift allocations to staples and utilities
• Infrastructure investment in the USA expected to expand soon
• Multi-Year Up Cycle for Chinese Equities
• President Trump’s “Uncooperative Games”
• Change of Fund’s investment policy
• Immigration policy under review by current government
• May payroll report surprises on the upside
• Political risk in Italy affects European periphery
• May update
• Political situation in Italy keeps market in suspense
• Retail sales and tourist arrivals in HK surprise on the upside
• Italy and Emerging Markets push safe haven yields lower
• The market is waiting for a clear signal to make a significant jump
• Identifying value in European small to mid-cap equity markets
• US 10 year yield reaches 3%. So what?
• Solid economic growth supports European markets in April
• April update
• Currency market supports market sentiment in April
• Tax reform and its positive impact expected to show on business side of economy soon
• Value investments outperformed growth and quality names in April
• WTI crude oil may increase to 100 USD/bbl in 2020
• Sino-US trade disputes keeps market flat in April
• Announced salary rise an indication for future economic expansion in Japan?
• Uptick in market volatility and return dispersion anticipated
• March update
• Companies faced with macro-economic challenges
• Transition from “Golidlocks” era underway
• The Fed will cause an inversion of the US Treasury curve
• Trade frictions to be overcome without serious damage for either country
• Chinese properties and pharmaceuticals outperform during the month
• EI Sturdza Funds PLC appoints Marc Craquelin to the board
• Investors reassess the Fed’s policy outlook
• Market sell-off seemingly unrelated to change in fundamental economic backdrop
• Will Japanese companies raise salaries in line with market consensus?
• Corrections can be seized upon as buying opportunities
• Inflation fears take markets by surprise
• February update
• A golden opportunity lying ahead for investors
• Correction eventually set in
• Winner of ‘Best New Launch – Equity’ at 2018 Investors Choice Awards
• ‘Best Singapore Group – Equity Europe’ at Citywire Asia Awards 2018
• Lilian Co sees further upside for Chinese equity markets
• Strong corporate earnings continue to support market
• “Value” investment style as driver behind European market surges
• Transitional phase at Fed may stir up a few market wobbles
• Central bankers start the year with a more hawkish tone
• January update
• Watch out for President Trump’s infrastructure investment plan
• Financials as the month’s market darling
• Fund starts year on a positive note
• Eric Vanraes comments on recent market volatility
• Five Star Rating for the ‘Strategic Global Quality Fund’
• December update
• European equity market ends year in positive territory
• Market rally backed by corporate earnings growth and low inflation
• The timing of the BoJ’s policy change expected in the short term
• Corporates are reaping benefits from supply side reform
• US tax boost likely to provide tailwind and lift U.S. equities higher
• Central banks behaviour will be led by inflation, not growth
• Outlook for 2018 remains positive
• EI Sturdza at FINANZ’18
• Lilian Co on China’s New Economy
• Goldilocks market environment in Japan
• US markets outperform European markets in November
• Economy’s growth momentum accelerating in Japan
• November update
• Non-stop market rally
• Productivity growth acting as tailwind for economic growth in US
• US and German yields stay low despite good economic figures
• Earnings season creates some volatility in European financial markets
• EI Sturdza’s Lilian Co on China’s Growth Story
• Season’s Greetings 2017
• 2017 Roundup
• Economic conditions boding well for an above trend rebound in 4th quarter
• October update
• Expectations regarding ECB meeting keep market in suspense
• Japanese market rises on expectations regarding strong and stable government
• China’s market goes up up up
• More clarity on monetary policies pushes market up
• The flatter US curve is a fair warning for 2018
• Equity valuations to increase as deflation fades
• Finding the sweet spot in European equities
• ‘An asset manager with a Swiss Heritage and a very different investment philosophy’
• Strategic China Panda Fund: Change in reporting Benchmark
• China Investment Outlook: The journey towards sustained growth
• Europe in September 2017
• Winner takes all
• More solid than anticipated economic data pushes market to new high
• European market shows strong come back summer drawdown
• Japanese market declines in light of geopolitical tensions
• Central Banks maintain accomodative stance
• The size of Central Banks’ balance sheets matters, not the level of key rates
• Important global political events to be a trigger for another sharp rally
• EI Sturdza Investment Funds partners with Zurich fund distributor Johann & Graemiger Partners
• Accommodative backdrop and temporarily abated risks lead to slightly more cautious approach
• European equity markets hit hard by Dollar depreciation
• Japan’s financial condition supports company growth in times of a difficult macro environment
• Desperately seeking inflation
• Markets to focus on good fundamentals once political uncertainties vanish
• China stocks went from strength to strength
• Europe in August 2017
• Strategic Global Bond Fund – RMB class closure
• Strategic European Smaller Companies Fund – capacity announcement
• Japanese stock market more resilient to currency fluctuations
• July update
• European equity markets continue sideways move
• Summer party not worried by Central Banks tapering concerns
• Unveiled margin pressures in Europe despite H1 results confirming economic recovery
• Winning streak of MSCI China Index continues
• Better-than-expected corporate earnings support market
• Europe in July 2017
• Unlocking productivity in Japan
• Japanese market on the rise
• Investment climate in Europe still healthy despite market slide in June
• There will be no summer break for Central banks
• June update
• Cautious positioning enabled the Fund to outperform in June and creates opportunities for the coming months
• Europe in June 2017
• Crushing defeat in the Tokyo assembly election should invite more economic stimulus
• Confirmed MSCI Index A-share inclusion pushes up market
• Cautious positioning enabled the Fund to outperform in June and creates opportunities for the coming months
• EI Sturdza’s Triathlon teams bring home the medals at The Island Games
• QE: A rush for the exit
• May update
• A month of two halves for European equities
• Quality Emerging bonds and long dated US Treasuries, a barbell strategy for the next Semester
• Europe in May 2017
• Japanese companies can continue to increase profits
• Final outcome for the French presidential elections
• 5th consecutive monthly gain for Chinese equities
• Great turnaround to be kicked off after major political events
• Bertrand Faure discusses the Fund’s approach to identifying market leaders
• French presidential election result good for the stability of the Euro area
• Quality Emerging bonds still offer the best risk-reward profile
• French election first round result lifts overhang on European markets
• The Japanese market rose slightly in April
• Improvement in Sino – US relations
• Europe in April 2017
• Increase in public spending to trigger Japanese economic expansion
• April update
• EI Sturdza Strategic Quality Emerging Bond Fund celebrates its first Anniversary
• CNBC Interview: Eric Vanraes on French elections, European bond markets and ECB policy
• EI Sturdza wins Citywire Switzerland Group Equity Award
• Small caps outperform large caps in March
• Continued upward trend in European markets with low implied volatility.
• Strong first quarter for Chinese equities
• Bonds: the calm before the (bullish) storm?
• Europe in March 2017
• A good month for European equities
• The market awaits implementation of Trump’s new policies
• Market set to become more selective
• Investing in Growing Companies in Japan’s New Economy
• Low market volatility continues
• February update
• China stocks continue their upward trend in Februray
• Bonds caught between hawkish Central banks and political uncertainties
• EI Sturdza launches Strategic Japan Opportunities Fund
• Fed rate hike – so what?
• Stock market rebound in February and continued outperformance for the Fund
• Infrastructure investment to lead world economic growth
• Europe in February 2017
• Economic data and earnings supportive whilst the Fed awaits clarity on fiscal policy
• Domestic consumption remains robust
• European Bonds are becoming more at risk than Treasuries
• Europe in January 2017
• Remarkable rally expected with accelerating economic recovery
• Investment case for Japanese equities
• US economy closes the year on a firm footing
• Europe in December
• Trump rally enables financial markets to end the year in marginally positive territory for 2016
• Reform measures set to unleash the potential for growth
• Will Trumponomics extend or shorten the economic cycle?
• World economic growth to be lifted by new policies from Mr. Trump
• EI Sturdza launches Strategic Beta Flex Fund
• A huge bond sell-off driven by Trumponomics, but not only
• Sector rotation expected to continue beyond US election
• Global cycle accelerating and tightening clearly ahead
• Back to normalization
• Europe in November
• China – Value emerging once again
• EI Sturdza wins two Citywire Italy awards
• Government tightening measures cool the property market
• Bonds behaviour driven by uncertainty (US presidential election, Fed hike and ECB tapering)
• Earnings Turning Positive
• Europe in October
• Muted month prior to US election outcome
• Paradigm shift from deflation to inflation worldwide
• Trump Tantrum: First thoughts, outlook and behaviour of bond fund range
• Eric Vanraes in Pensions & Investments: inflation is a long-term risk
• E.I. Sturdza Funds PLC – Change of Service Provider
• EI Sturdza wins Citywire Germany award for European Equities
• Europe in September
• Fed expected to raise rates in December
• Strong performance in Q3 for the Fund with a 10.2% return
• Export growth to keep improving as the Renminbi devaluation continues
• Eventually, there is only one source of concern: The credibility of Central Banks
• Supplementary budget to be the catalyst for a sharp economic recovery
• E.I. STURDZA FUNDS PLC – CHANGE OF SERVICE PROVIDER
• Wake-up! The US rate hike already took place via the $ 3 month Libor increase.
• Good 2nd quarter earnings amidst a complicated environment
• The rally continues in August with strong southbound flows benefitting financials
• Europe update
• Continued outperformance as a result of satisfactory half year results for the portfolio over the summer
• G-20 to use all available policy tools for solid and sustainable growth
• Meet European Tour golfer Gregory Havret – EI Sturdza brand ambassador
• Eric Vanraes tells Investment Europe: ‘Draghi manages my Euro bond fund’
• Risk appetite for emerging markets returns on renewed expectations of developed world easing
• Strong Credit rally supported by an expected increase of ECB’s stimulus and extension of BoE’s QE programme to corporates
• Europe in August
• July rebound almost compensated for June decline despite Brexit and Italian NPLs
• A good start to second quarter earnings
• The sizeable fiscal stimulus is beginning to take place
• The upcoming earnings season could be a strong catalyst for the Fund
• Europe in July
• The world does not come to an end with a Brexit but is has become more risky
• China indices resilient despite negative surprises in June
• Focus turns to the timing and size of the supplementary budget
• Brexit and US job report push bond yields to record low
• Absolute positive performance recorded in the first year of operations despite turbulent market conditions.
• Near term risks could create a buying opportunity
• Hold your breath before CSPP, the Fed and Brexit (?)
• US consumer data generally encouraging in May
• Concrete measures on fiscal stimulus lay ahead after large market events
• Europe in June
• EI Sturdza launches emerging market fixed income fund
• US corporate and economic data in-line with cautious expectations
• March macro data beats expectations
• The ECB will not reach its inflation target despite massive QE
• The Fed is still in wait and see mode
• Quarterly results so far reveal weak top line growth but satisfactory cost control and margin development for European companies
• Europe in April
• Sizeable economic stimulus package to be a trigger for sharp rally
• EI Sturdza wins at the Investors Choice Awards 2016
• Spreads rally thanks to Draghi and oil prices
• PSPP + CSPP = APP
• More Central Bank dovishness in March
• Europe in March
• Central banks managed to stabilise the markets in March
• Chinese Equities Rally in March
• The Yen to stabilise in the short term
• Morningstar crowns EI Sturdza Strategic Europe Value Fund the best European equity fund in Germany and Switzerland
• More volatility in February
• Absence of discrimination has always been a source of interesting opportunities
• Commodity driven rally may be premature
• Waiting for Super-Mario’s bazooka
• Economic stimulus to be focused more on fiscal policy
• Dear doves & hawks, the countdown is on
• Europe in February
• Winner takes all
• 2016 Started like 2015 ended
• As expected, Treasuries rally…
• Global concerns
• Europe in January
• Mr ‘Whatever it Takes’ has ‘No limit’
• China is looking cheap
• The turning point should be coming soon
• Change of benchmark index
• Willem Vinke named as a manager to watch by Citywire Selector
• A dovish Fed tightening that raises more questions than answers
• European bond markets disappointed by a hawkish ECB easing
• ‘Tis the season to be watchful
• Strong upside potential beyond political instabilities
• Europe in December 2015
• Renminbi devaluation brings down EM currencies & commodity prices
• Sizable outperformance by the Fund in its first year of operations
• A tough year ahead?
• Continued volatility in US equity markets on mixed economic data and a busy December schedule
• Europe in November 2015
• Willem Vinke recognised by L’Agefi Indices for significantly outperforming the sector
• New growth strategy to lead Nikkei towards 25,000 in 2016
• Super-Mario and the “whatever it takes” rule
• More easing or stimulus required to meet the government’s GDP growth target
• Fed: the markets are ready for a dovish tightening
• Continued upward trend in European financial markets in November
• Georges Gutmans presents the EI Sturdza Business Brief
• Selecting Top Performers
• EI Sturdza celebrates 10 years of fund management success in Guernsey
• A Fed rate hike could lead to a flatter curve: 30y is the sweet spot!
• Fundamental analysis and stock picking as important as ever in a volatile environment
• Europe in October
• European bonds are (still) waiting for Super-Mario’s bazooka
• Chinese stocks rebound after five straight months of declines
• Maintaining a defensive positioning amid a strong rally in the market
• Europe in September
• The disconnect between market perception in relation to the Chinese market is not sustainable
• Confusion regarding Fed’s policy postpones anticipation for first rate hike
• Confusion regarding Fed’s policy postpones anticipation for first rate hike
• Poor liquidity and spread widening
• A challenging month for US markets
• US dollar weakness triggers a commodities recovery
• Status quo for the US Federal Reserve following the worst quarter for financial markets since 2011
• Volatility makes quite the entrance
• The US bond market is caught between China and the Fed
• Poor liquidity and Draghi’s QE highlights the attractiveness of PSPP bonds
• The market has overreacted to the devaluation of the Renminbi
• First sizable correction since 2011 in the context of uncertainty over global growth and volatility of emerging markets currencies
• Companies must deliver on expectations
• The market to stabilise soon with China risk manageable
• September 2015 – Market and Macro update
• EI Sturdza Strategic US Momentum & Value Fund is Awarded a 5-Star Morningstar Rating
• EI Sturdza achieves multiple Citywire ratings
• Eric Vanraes on the ECB’s bond purchases
• Our portfolio managers on current market turblulences
• Europe in July
• U.S. equities rebound, China worries linger
• The Fed seems ready to hike in September despite growing international issues
• The eyes focused on Greece in July, who cares about PSPP?
• Asset bubble to start as vacancy rates declined below 5% level
• Little discrimination in July post agreement between Greece and its creditors
• Investors expected to revisit fundamentals – once dust has settled…
• Q2 Commentary
• First advanced economy defaults on IMF Loan
• Fears of Grexit and poor liquidity put pressure on Bund, corporate spreads and the ECB
• A steeper US Treasury curve due to Greece offers buying opportunities on the long end
• Stock market plunge does not represent systematic risk
• Higher productivity is the key word
• Macro/Market Update by Lilian Co
• International Developments Affecting Global Risk Aversion
• EI Sturdza Investment Funds Launches The European Smaller Companies Fund
• Market volatility should provide interesting opportunities in the coming months for the Fund
• Macroeconomic Update
• China’s A and H shares market diverge in April, with initiatives failing to cool the sizzling hot A share market
• US and European markets advance, due to expectation of growth acceleration in 2H 2015
• The Fed is ready to start normalising its monetary policy…but at which pace
• Poor liquidity, Greece and signs of recovery push Bund’s volatility to record high
• Future Expectations gain traction as ambiguous macro data dominates Q1
• Strong economic data to stimulate Investors’ appetite
• Volatility is Back
• Yutaka Uda discusses Japanese equities
• Asset TV Fixed Income Masterclass featuring EI Sturdza’s Eric Vanraes
• US: a temporary steepening of the curve ahead of a cautious Fed’s stance
• Eurozone: ECB’s QE offset by economic improvements and Greece’s collapse?
• SCPF: Chinese Stocks rally across the board
• A short rest before another jump
• Europe looking for growth
• Good earnings results meet ambiguous macroeconomic data
• Lofoten Asset Management announces a new addition to the EI Sturdza Strategic Europe Value Fund team
• US equities catch their breath in the first quarter
• Investment Europe: Greece, UK election adding to equity markets ‘uncertainty’
• Important Information for Investors
• Green shoots spotted
• Draghi’s bazooka is stronger than Grexit fears
• Premier Li speech boosts Chinese stocks, with more measures to support the economy
• The Fed will be more “Patient” than ever…
• Investing in European equities – not afraid to be “boring”
• Further consolidation leads to soft first quarter for U.S. equity markets
• CAPEX to lead a strong economic recovery
• Investieren in europäische Aktien: keine Angst vor „Langeweile“
• Getting ready for QE
• Ample room for RRR and interest rate cuts
• Currency wars become a yield war
• QE and the alignment of planets
• How China equity investors can play weak euro
• Lilian Co’s thoughts on China’s GDP growth target
• Markets recover quickly as oil prices start to rise
• Strong February, yet currency headwinds persist
• US fixed-income markets performances exceed expectations
• ECB announce first QE boost
• Chinese property sector benefits from relaxation measures
• Larger than expected QE results in strong rally of European Equities
• No January effect as markets ponder macro, currencies, oil and earnings
• Japanese economy on course for a sound recovery
• Sturdza confident staying slim serves an advantage
• Eric Vanraes d’EI Sturdza sur les allocations d’actifs
• ECB QE: A ‘Swissification’ not ‘Japanification’
• Strategic US Momentum & Value Fund – Q4 Commentary
• 2015 outlook for Europe
• FED call for “patience”
• Rally in long term US yields (10 & 30 year) expected
• Japanese economy already on course for a sound recovery
• ECB President Mr Draghi: “all assets but gold are under consideration”
• ‘A’ Share market the focus of the month
• Positive US employment and retail stats above expectations
• A year-end rally in Europe remains possible
• Chinese stocks experienced a roller coaster ride in November
• European economic forecasts are still expected to be cut further
• The European government bond yields fell to all-time lows in November
• November was a one-sided month for US equities
• The Japanese economy is recovering after temporary and technical stagnation in 2Q and 3Q 2014
• High quality, good value: condensed
• The assets of the Fund increased further during the month of October
• There is some sign that the Japanese economy may come back to a healthy trend of growth
• October proved to be challenging for financial markets
• The Fund outperformed its benchmark index in October
• The Chinese stock markets rebounded following a weak month
• Victory for team EI Sturdza at the Hublot Polo Gold Cup in Gstaad 2014
• Lilian Co talks to L’Agefi TV about China
• Yutaka Uda talks on L’agefi TV about prospects for Japanese growth
• L’Agefi Suisse: Eric Sturdza Investments wins Lipper Fund Awards
• Lipper names EI Sturdza Investment Funds best equity fund group
• The economic situation deteriorated further in Europe say Eric Vanraes and Pascal Perrone
• Willem Vinke discusses European equities and bond markets
• September was again a tale of two markets
• In September, both the TOPIX Index and the Nikkei 225 Index recorded new year-to-date highs
• The economic situation deteriorated further in Europe
• A meaningful market correction finally materialized in September
• Willem Vinke discusses the EI Sturdza Strategic Europe Value Fund
• Chinese growth story is far from over
• Eric I. Sturdza and Georges Gutmans talk about their vision for EI Sturdza