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deInflation 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.
Monthly Fund Commentary
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.
Monthly Fund Commentary
Chinese tech is ready to grow
Lilian Co describes the macro conditions that influence the Chinese economy and provides insight into the Technology sector.
Monthly Fund Commentary
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.
Monthly Fund Commentary
Quality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
Monthly Fund Commentary
A tapering without taper tantrum
Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.
Monthly Fund Commentary
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
News
Monitoring vaccination developments is essential
Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.
Monthly Fund Commentary
Strong earnings confirm global recovery
Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.
Monthly Fund Commentary
Consumption up, inflation stable
Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.