Back to the future?
The team at Banque Eric Sturdza discuss the potential sources of growth and the outlook for 2023.
Fund Commentary • 17-01-2023
When inflation comes down…
The team at Banque Eric Sturdza reflect on a busy November and discuss more diverse opportunities as we head towards a new year,
Fund Commentary • 14-12-2022
History does not repeat itself but it rhymes
The team at Banque Eric Sturdza discuss macro political plays and implications for the wider economic landscape.
Fund Commentary • 28-11-2022
Keep at it
The team at Banque Eric Sturdza discuss the actions being taken to tame inflation, improving the investment case for credit markets.
Fund Commentary • 10-10-2022
The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.
Fund Commentary • 05-09-2022
Recession or not?
The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.
Fund Commentary • 20-06-2022
The (hard) return to reality
The team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.
Fund Commentary • 19-05-2022
During War Time
The team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.
Fund Commentary • 12-04-2022
Heading towards a new Cold War?
The team at Banque Eric Sturdza review historic events that have shaken the world and polarised the stock markets - comparing them to the market activity today.
Fund Commentary • 03-03-2022
The team at Banque Eric Sturdza review the first month of 2022 and explore the reasons behind the lack of the “January Effect”.
Fund Commentary • 08-02-2022
At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
Fund Commentary • 10-01-2022
COVID, inflation and central banks behaviour
Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.
Fund Commentary • 13-12-2021