Past repeating… or a new paradigm?

Chris Crawford analyses the current economy and discusses historical indicators of market swings.

Europe in 2023: Resilience pays off in stock picking

Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.

Back to the future?

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

Strong resilience in a challenging environment

Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.

When inflation comes down…

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

Uncovering opportunities in IT and Energy sectors

Chris Crawford discusses the opportunities and challenges for 2023 from the unique perspective of a Long / Short Investment Adviser.

Growing positive trend

Bertrand Faure discusses the continuance of a bull market in which European equities can excel.

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.

Another month, another ambience…

Bertrand Faure examines the October rebound and surmises what this may mean for European equities.

Keep at it

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

Fundamental matters

Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.

End of summer cool down

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