Equity Markets Archives • Eric Sturdza Investments

The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.

The Sturdza Family Fund team reflect on the pandemic recovery and outline the points of focus for the second half of the year.

The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.

The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.

Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.

Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation

Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.

Willem Vinke outlines defensive plans until the impact of the current situation becomes clearer.

Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.

Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.

Eric Sturdza looks into the impact stabilisation of geopolitical and macroeconomic activity will have on 2020.

Willem Vinke reflects on December and how the events of last year will shape the future.