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deWill the government’s aggressive response be the turning point?
Lilian Co discusses the results of the Party Congress re-election and the effects of a COVID resurgence.
Fund Commentary • 23-11-2022
Growth driver to shift from IT to Infrastructure
Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.
Fund Commentary • 22-11-2022
Waiting for the FOMC and the Midterms
Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.
Fund Commentary • 17-11-2022
Seizing new opportunities
Cyril Bertrand and Ludovic Labal analyse the stocks that have contributed to October's gains.
Fund Commentary • 17-11-2022
An equity rebound, but no real macro progress
The Sturdza Family Fund team explore the factors creating market swings.
Fund Commentary • 11-11-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
Fund Commentary • 11-11-2022
Introducing the Strategic Long Short Fund – A differentiated approach to long / short equity investing
A long-short equity fund with a North American bias, which seeks to achieve long-term capital growth, providing investors compelling upside capture with downside protection.
Fund Commentary • 01-11-2022
Eric Sturdza Investments launches the Strategic Long Short Fund
Eric Sturdza Investments has partnered with Boston-based Crawford Fund Management to launch a long-short equity fund that benefits from a unique combination of fundamental equity and options analysis.
Fund Commentary • 01-11-2022
Entering Q4 on a volatile note
The Sturdza Family Fund team outline their plans to prosper throughout the upcoming volatility.
Fund Commentary • 19-10-2022
Valuations are becoming attractive
Willem Vinke reflects on the strategies of central banks and ensuing prospects.
Fund Commentary • 19-10-2022
Internal controls – external sanctions
Lilian Co describes the latest changes to Chinese markets and provides her expectations for the 20th Communist Party Congress.
Fund Commentary • 18-10-2022
Inbound spending should have a powerful impact on the market
Yutaka Uda and Maiko Uda explore new sources of potential growth in Japan as the borders finally open up.