An uninterrupted summer

The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.

Monthly Fund Commentary
Solid earnings and steadfast central banks

The Sturdza Family Fund team reflect on the pandemic recovery and outline the points of focus for the second half of the year.

Monthly Fund Commentary
The Federal Reserve’s careful message, what next?

The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.

Monthly Fund Commentary
Economic conditions continue to favour equities

The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.

Monthly Fund Commentary
Strong earnings confirm global recovery

Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.

Monthly Fund Commentary
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.

Webinar
Encouraging global activity

Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.

Monthly Fund Commentary
Markets continue to normalise

Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.

Monthly Fund Commentary
Too much consensus?

Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.

Monthly Fund Commentary
A record year in review

Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.

Monthly Fund Commentary
2020 in review: plenty of records, but where to from here?

Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.

Monthly Fund Commentary
The power of vaccine

Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines. 

Monthly Fund Commentary