Fast and furious…

The team at Banque Eric Sturdza reflect on the heated January markets.

Fund Commentary • 13-02-2023

Back to the future?

The team at Banque Eric Sturdza discuss the potential sources of growth and the outlook for 2023.

Fund Commentary • 17-01-2023

When inflation comes down…

The team at Banque Eric Sturdza reflect on a busy November and discusses more diverse opportunities as we head towards a new year.

Fund Commentary • 14-12-2022

History does not repeat itself but it rhymes

The team at Banque Eric Sturdza discuss macro political plays and implications for the wider economic landscape.

Fund Commentary • 28-11-2022

Keep at it

The team at Banque Eric Sturdza discuss the actions being taken to tame inflation, improving the investment case for credit markets.

Fund Commentary • 10-10-2022

Summer heat

The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.

Fund Commentary • 05-09-2022

During War Time

The team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.

Fund Commentary • 12-04-2022

Heading towards a new Cold War?

The team at Banque Eric Sturdza review historic events that have shaken the world and polarised the stock markets - comparing them to the market activity today.

Fund Commentary • 03-03-2022

Dry January!

The team at Banque Eric Sturdza review the first month of 2022 and explore the reasons behind the lack of the “January Effect”.

Fund Commentary • 08-02-2022

At the same time

The team at Banque Eric Sturdza present their expectations for Q1 2022.

Fund Commentary • 10-01-2022

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

What about inflation?

Edouard Bouhyer summarises the recent macro events and considers their influence over key investment ranges.

Fund Commentary • 05-11-2021