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deUnexpectedly, more of the same
The Sturdza Family Fund team discuss market challenges, central bank tightening, regional divergences, and long-term opportunities in defensive, well-valued companies.
Fund Commentary • 22-03-2023
The spring wage negotiation is coming!
Yutaka Uda and Maiko Uda look ahead to the April wage negotiation which could spark Japan’s next growth stage
Fund Commentary • 22-03-2023
China’s market fluctuates amid inflation fears
Lilian Co discusses the fluctuation of China's stock market, the recovery of the property market, and the impact of e-commerce competition.
Fund Commentary • 22-03-2023
Cautious outlook amid uncertainty
William Vinke analyses February's market, citing geopolitical tensions, monetary policies, and mixed performance, leading to a cautious outlook.
Fund Commentary • 22-03-2023
The broader implications of SVB
Chris Crawford looks at current market conditions, the like of which most modern-day risk managers have not experienced before
Fund Commentary • 14-03-2023
What will the Fed do next?
Eric Vanraes looks at how the Fed is likely to respond to the collapse of Silicon Valley Bank (SVB)
Fund Commentary • 14-03-2023
A healthy dose of positive economic news
Bertrand Faure summarises as equity markets continue steady rise in February, driven by improved economic data and corporate earnings.
Fund Commentary • 13-03-2023
Not so quick…
The team at Banque Eric Sturdza discusses the stalling of financial markets as inflation concerns reignite and the Russian-Ukraine war drags on.
Fund Commentary • 13-03-2023
An optimism and corrections rally?
Willem Vinke and Louis Rieu analyse the January rally and present their expectations for 2023.
Fund Commentary • 21-02-2023
Japan is entering a new growth stage
Yutaka Uda and Maiko Uda discuss the upcoming sources of growth for the Japanese economy.
Fund Commentary • 16-02-2023
Strong recovery for China
Lilian Co reflects on the positive indicators for growth and the beginning of China’s recovery.
Fund Commentary • 16-02-2023
The return of stability?
Cyril Bertrand and Ludovic Labal reflect on the vigorous start to 2023, with the Fund returning over 9% in January.