Inflation fears start to rock rates

Eric Vanraes discusses with Dan Barnes of Trader TV how inflation fears began impacting rates markets at the start of Q2, and what that means for investors and trading.

Economic conditions continue to favour equities

The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.

Chinese tech is ready to grow

Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.

Japan’s remarkable vaccination progress

Yutaka Uda reflects on the forthcoming events in Japan that should trigger a rally in the Japanese markets over the summer.

Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

A tapering without taper tantrum

Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.

Preparing for Japan’s re-opening

Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.

Seeking ways to exploit the market volatility

Bertrand Faure discusses the shaken movements in European markets, and how these will present many opportunities for Investors.

Eric Sturdza Investments – SFDR Article 8 compliant, our ESG journey continues…

We are pleased to advise that all sub-funds of E.I. Sturdza Funds plc are now classified as Article 8 funds.

Monitoring vaccination developments is essential

Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.

Strong earnings confirm global recovery

Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.

Consumption up, inflation stable

Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.