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.

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

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.

Monthly Fund Commentary

Japan’s recovery and push to digitalisation

As the COVID-19 situation improves in Japan, Mitsuhiro Yuasa discusses the different economic strategies being adopted by the Japanese government to aid recovery.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Relative results outweigh absolute figures

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

Monthly Fund Commentary

Decisions over the Japanese stimulus package are taking too long

Mitsuhiro Yuasa discusses the planning and impact of the stimulus package by Japan's government.

Monthly Fund Commentary

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

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

Cautious macro view proves wise

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

Monthly Fund Commentary

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.

Monthly Fund Commentary

Chinese government implements supportive methods

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

Monthly Fund Commentary