en
fr
deKeep 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
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.
Fund Commentary • 01-10-2021
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.