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
An uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.
Fund Commentary • 15-09-2021
Solid earnings and steadfast central banks
The Sturdza Family Fund team reflect on the pandemic recovery and outline the points of focus for the second half of the year.
Fund Commentary • 18-08-2021
The Federal Reserve’s careful message, what next?
The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.
Fund Commentary • 09-07-2021