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
The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.
Fund Commentary • 10-12-2021
The Fed remains key driver ahead of US elections
Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.
Fund Commentary • 19-11-2020
TIPS and hybrids, a relevant barbell
Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.
Fund Commentary • 12-06-2020
US yields steady in December despite trade deal and the Fed
Eric Vanraes: Current macro conditions and Brexit uncertainties support the recent accommodation measures from the ECB.
Fund Commentary • 23-01-2020