Déjà vu…

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
Three vaccines and a rally

Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.

Fund Commentary • 18-12-2020
The power of vaccine

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

Fund Commentary • 17-12-2020
Early vaccine hopes raise investor sentiment

Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.

Fund Commentary • 23-11-2020
Hope of a vaccine triggers European market movements

Bertrand Faure reflects on market movements in light of further lockdowns across Europe, the US Presidential election and recent news of a potential COVID-19 vaccine.

Fund Commentary • 17-11-2020
Relative results outweigh absolute figures

Eric Sturdza discusses the positives of a post COVID-19 economy.

Fund Commentary • 15-06-2020
Supporting those in need in difficult times

In these unprecedented and uncertain times, it has never been more important to show compassion and support for each other.

News • 02-04-2020
Eric Sturdza Investments: COVID-19 (Coronavirus) – Update 25/03/2020

An update on the relevant and necessary precautions and actions being taken to ensure the well being of all stake holders.

News • 25-03-2020
Cautious macro view proves wise

Willem Vinke outlines defensive plans until the impact of the current situation becomes clearer.

Fund Commentary • 25-03-2020
Exogenous shocks

Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.

Fund Commentary • 23-03-2020
Chinese government implements supportive methods

Lilian Co comments on the containment of coronavirus in China and the subsequent reopening of shops and production resuming.

Fund Commentary • 19-03-2020
10y Treasury yields at record lows

Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.

Fund Commentary • 19-03-2020