Long-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.

Inflation fears are declining

Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.

Thriving through volatility

Bertrand Faure discusses the fundamentals that drive the portfolio and examines Governance regulations coming to the Gig-economy.

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.

Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.

Encouraging global activity

Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.

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.

Inflation is creeping up

Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.

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.

Central banks and inflation

Eric Vanraes discusses the responses of Central banks in relation to market sentiment.

Stimulus plans and relaxed restrictions

Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.

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.