All Insights

Great opportunities for European equities around the corner

Bertrand Faure expands on the advantages of active management, which have resulted in the Fund outperforming the benchmark by over 30% in 2020.

2020 in review: plenty of records, but where to from here?

Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.

Eric Sturdza Investments focuses on individual empowerment through education in Tanzania

Eric Sturdza Investments continues its support of The Tumaini Fund in 2020, a charity which seeks to support orphans in remote regions of Tanzania.

Eric Sturdza Investments’ continued support of the Guernsey Cheshire Home

In support of the Guernsey Cheshire Home, we will provide the funding for the replacement of the flooring in their main activity area of the building in 2021.

Maintaining a defensive strategy

Willem Vinke tilts the European portfolio towards more cyclical and value names given political developments, vaccines and further stimulus.

Three vaccines and a rally

Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.

2020: Unprecedented polarisation and rotation

Bertrand Faure reflects on a year dominated by macro events and considers the factors leading to a favourable environment for active investors and fundamental stock pickers in 2021.

The power of vaccine

Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines. 

Out with the new, in with the old

Lilian Co explains how macroeconomic factors have led to a shift towards ‘old economy’ stocks such as retail and property in the Chinese stock market.

Markets expected to experience some corrections in the coming months

Yutaka Uda expects the Japanese economy to continue its recovery as we approach the end of 2020 and anticipates some consolidation in Q1 2021.

The Japan market continues to rise

Mitsuhiro Yuasa discusses the continued growth in Japan against a backdrop of the US election result and positive vaccine breakthrough, despite signs that the pandemic is on the rise domestically.

Setting records investing in European equities

Bertrand Faure provides insight on how the renamed Strategic European Silver Stars Fund has delivered its highest monthly return since inception.