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deUnderpriced stocks prevail – thank you pessimists!
Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.
Fund Commentary • 11-08-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
Fund Commentary • 11-08-2022
Fed funds at 2.5%, inflation reaches 9.1%
Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.
Fund Commentary • 09-08-2022
An optimistic market hopes the worst is behind us
The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.
Fund Commentary • 09-08-2022
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.
Fund Commentary • 05-08-2022
Bertrand Faure ranked 1st in the European Equities category of the Citywire Selector Euro Stars 2022 Edition
Bertrand Faure has been listed in the Citywire Selector Euro Stars 2022 Edition – the Guide to Europe’s Top Fund Managers.
Fund Commentary • 25-07-2022
Margin pressures call for “quality”
The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.
Fund Commentary • 20-07-2022
Positive shocks
Lilian Co describes the steady stream of events that have received encouraging market reactions.
Fund Commentary • 20-07-2022
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
Fund Commentary • 19-07-2022
First the price actions, then the fundamentals
Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.
Fund Commentary • 15-07-2022
Rich pickings
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
Fund Commentary • 15-07-2022
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.