en
fr
deContinued Equity Upside
Eric Sturdza looks into the impact Stabilisation of Geopolitical and Macroeconomic activity will have on 2020
Monthly Fund Commentary
US yields steady in December despite BoJo, trade deal and the Fed
Eric Vanraes: current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.
Monthly Fund Commentary
Corporate profits to turn around from 1Q 2020
Yutaka Uda: the Japanese economy should experience a sharp recovery from 1Q 2020.
Monthly Fund Commentary
A positive month for China, with hope for more good fortune in 2020
Lilian Co reflects on the positive impacts of December and how these could translate to future market confidence.
Monthly Fund Commentary
2019 proved to be high quality, despite the surprises
Bertrand Faure: 2019 brought many surprises: cyclicals staged a strong comeback and overtook defensives during the second half of the year, boosted by progress in the U.S.-China trade talks; in a complete reversal of 2018’s widespread losses, every sector was up
Monthly Fund Commentary
An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half
Willem Winke reflects on December and how the events of last year will shape the future.
Monthly Fund Commentary
As two subdue, one emerges
Mitsuhiro Yuasa looks onward as some concerns come to an end, new opportunities emerge.
Monthly Fund Commentary
Eric Sturdza Investments appoints new CEO
Eric Sturdza Investments announces the appointment of Peter Lindqvist as CEO with effect from the 1st December 2019.
News
Eric Sturdza Investments to exhibit at FINANZ’20 – Stand No. A.22
Eric Sturdza Investments will attend FINANZ'20, Switzerland’s largest financial fair for professional investors, held in Zurich Oerlikon.
News
‘Best Investment Management Firm, Guernsey’ in Global 100, 2019 Listing
We are pleased to announce that we have been recognised as the “Best Investment Management Firm – Guernsey, Channel Islands” in the Global 100's 2019 listing.
News
Large economic stimulus package to contribute to sharp recovery from 1Q 2020
Uda San discusses the breakdown of the Japanese Government's economic stimulus package.
Monthly Fund Commentary
Maintaining Order in Complexity
Willem Winke will maintain a defensive preference as Global political turmoil develops.