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deSEQF performance review – January 2022
Ludovic Labal and Cyril Bertrand expand on the Fund’s performance through January given the recent market rotation.
Fund Commentary
Further recognition for the Sturdza Family Fund
Eric and Constantin Sturdza of the Sturdza Family Fund team have been awarded Citywire A ratings.
Fund Commentary
Sector shifts on a global front
Willem Vinke delivers an overview of the global markets and expects a shift as a pandemic becomes an endemic.
Fund Commentary
Regulations, stimulus and sanctions
Lilian Co reflects on the regulatory changes that have shaken the Chinese markets in 2021, both internal and external.
Fund Commentary
Just the beginning of a paradigm shift
Yutaka Uda discusses the positive change in outlook for Japanese equities.
Fund Commentary
An inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
Fund Commentary
The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
Morningstar has awarded the Sturdza Family Fund a 4-Star Rating and a 5-Globe Sustainability Rating.
Fund Commentary
Japan bolstered by tech demand
Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.
Fund Commentary
Laying foundations for future growth
Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.
Fund Commentary
Omicron and the hawks
Eric Vanraes discusses the outlook and strategy for Q1 2022.
Fund Commentary
At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
Fund Commentary
Formula 1 and bond management
Eric Vanraes explores the analogy between Formula 1 and credit bond management in relation to risk management.