End of summer cool down

The Sturdza Family Fund team define the risks and concerns that are shaping the current market.

Will Q3 be so rosy?

Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.

Summer heat

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

Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

On the other side of the economic cycle?

The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Which side to choose?

The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.

Recession or not?

The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.

Avoiding the European equities whirlpool

Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.

The (hard) return to reality

The Team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.

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.

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.