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
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