All Insights

China, back on track

Lilian Co discusses China’s economic recovery and the developments in the equity markets throughout October.

Biden’s victory and COVID-19 vaccine breakthrough brings shift from growth to value

Yutaka Uda examines the influences behind Japan’s ongoing economic recovery and what lies ahead for 4Q.

Early vaccine hopes raise investor sentiment

Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.

The Fed remains key driver ahead of US elections

Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.

Pandemic recovery and a push to digitisation

As the COVID-19 situation improves in Japan, Mitsuhiro Yuasa discusses the different economic strategies being adopted by the Japanese government to aid recovery.

Hope of a vaccine triggers European market movements

Bertrand Faure reflects on market movements in light of further lockdowns across Europe, the US Presidential election and recent news of a potential COVID-19 vaccine.

Backing local talent on the road to success

We have been proud sponsors of Guernsey-based racing star Nick Saunders since 2009, in a partnership that has enabled Nick to achieve incredible results on the British hill climbing motor circuit.

Alisdair Bell appointed as Sales Director

Alisdair Bell will be based in our London office and be responsible for leading Eric Sturdza Investments’ wholesale and institutional channels in the UK.

Picking quality investments during volatility

Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.

China market performance slows in September

Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.

Japanese markets on a solid footing

Yutaka Uda looks at the signals of steady economic recovery in Japan, as the Japanese stock market continued to rise in September.

The bond market plays the waiting game

Eric Vanraes discusses how the bond market is holding its ‘wait and see’ position in light of multiple global uncertainties.