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
- 1
- 2