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deThe (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
Central banks in a corner amid cyclical pressures from China
The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.
Fund Commentary • 16-05-2022
TINA, inflation and Ukraine
The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.
Fund Commentary • 14-04-2022
Markets and the peace dividend
The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.
Fund Commentary • 17-03-2022
The Fed reprices financial assets
The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.
Fund Commentary • 11-02-2022
An inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
Fund Commentary • 18-01-2022
The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
Morningstar has awarded the Sturdza Family Fund a 4-Star Rating and a 5-Globe Sustainability Rating.
Fund Commentary • 14-01-2022
2021 Review and 2022 Outlook
The Sturdza Family Fund team reflect on market developments throughout 2021 and offer insight into the potential areas for growth in 2022.
Fund Commentary • 29-12-2021
An uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.
Fund Commentary • 15-09-2021
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.
Fund Commentary • 18-08-2021
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.
Fund Commentary • 09-07-2021
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.