Keep at it

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

Summer heat

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

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.

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.

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”.

At the same time

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

Déjà vu…

The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.

What about inflation?

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

China Investment Focus: Evergrande and its implications

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee examines the recent events affecting Evergrande and the implications of the restructuring.

China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?

Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.