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deSupporting 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.
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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 Winke 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
10y Treasury yields at record lows
Eric Vanraes comments on avoiding emerging markets and focusing on high-quality and good timing.
Monthly Fund Commentary
Investing in resilient companies with strong cash flow generation is key to managing downside
Bertrand Faure describes the strategies and plans to come out of the temporary crisis on a stronger footing.
Monthly Fund Commentary
Team seeking investments that can grow in current environment
Mitsuhiro Yuasa reflects on historic global events and is monitoring Japan's government actions that provide market stimulus.
Monthly Fund Commentary
More downward revision in Japan Q1 2020, quicker recovery from mid Q2
Yutaka Uda compares Coronavirus with the SARS outbreak of 2003 to estimate the impacts of COVID-19 on Japanese social and economic activities.
Monthly Fund Commentary
Eric Sturdza Investments: COVID-19 (Coronavirus)
We are closely monitoring the COVID-19 (Coronavirus) outbreak and will ensure all relevant and necessary precautions to ensure the well-being of all stakeholders are implemented.
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TINA* effect interrupted by nCov
Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.