An optimistic market hopes the worst is behind us
The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.
Fund Commentary • 09-08-2022
Margin pressures call for “quality”
The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.
Fund Commentary • 20-07-2022
Markets shift focus from Price to Earnings
Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.
Fund Commentary • 13-06-2022
Central banks in a corner amid cyclical pressures from China
The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.
Fund Commentary • 16-05-2022
TINA, inflation and Ukraine
The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.
Fund Commentary • 14-04-2022
Markets and the peace dividend
The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.
Fund Commentary • 17-03-2022
The Fed reprices financial assets
The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.
Fund Commentary • 11-02-2022
An inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
Fund Commentary • 18-01-2022
At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
Fund Commentary • 10-01-2022
2021 Review and 2022 Outlook
The Sturdza Family Fund team reflect on market developments throughout 2021 and offer insight into the potential areas for growth in 2022.
Fund Commentary • 29-12-2021
Here we go again?
The Sturdza Family Fund team discuss the latest developments brought about by the Omicron variant and how the Fund is poised for a market shift.
Fund Commentary • 17-12-2021
Ongoing strength in earnings support equity markets
The Sturdza Family Fund team discuss the indicators that should lead to a strong finish to FY21.
Fund Commentary • 11-11-2021