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deLong-term investing amid an economic recovery and sector rotations
The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.
Webinar
Inflation fears are declining
Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.
Monthly Fund Commentary
Thriving through volatility
Bertrand Faure discusses the fundamentals that drive the portfolio and examines Governance regulations coming to the Gig-economy.
Monthly Fund Commentary
A switch from new economy to old
Lilian Co examines the developments to the Chinese economy, with strong Property reports and a surge in patriotic purchases in the Sportswear sector.
Monthly Fund Commentary
Strong recovery on the horizon
Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.
Monthly Fund Commentary
Encouraging global activity
Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.
Monthly Fund Commentary
Market polarisation provides amazing investment opportunities
Bertrand Faure shares his views on the current market conditions and the opportunities within a polarised European equity market.
Webinar
Inflation is creeping up
Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.
Monthly Fund Commentary
China’s recovery is on track, but consumption remains in the spotlight
Lilian Co comments on China's impressive recovery in this exclusive article with Investment Week.
Monthly Fund Commentary
Central banks and inflation
Eric Vanraes discusses the responses of Central banks in relation to market sentiment.
Monthly Fund Commentary
Stimulus plans and relaxed restrictions
Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.
Monthly Fund Commentary
From undervalued stocks to outsized gains
Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.