Long-term investing amid an economic recovery and sector rotations
The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.
Market polarisation provides amazing investment opportunities
Bertrand Faure shares his views on the current market conditions and the opportunities within a polarised European equity market.
Japan: Seizing Investment Opportunities During Market Volatility
Mitsuhiro Yuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these.
A bright future for most bonds… but not all!
Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today and how he reflects these in his three step investment process.
Fundamental trading throughout the Pandemic
Bertrand Faure provides his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis.
The Sturdza Family Fund: A portfolio built to weather extreme scenarios
Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.