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.

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.

Markets and the peace dividend

The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.

The Fed reprices financial assets

The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.

An inflection point? Getting closer but not yet…

The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.

At the same time

The team at Banque Eric Sturdza present their expectations for Q1 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.

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.

Ongoing strength in earnings support equity markets

The Sturdza Family Fund team discuss the indicators that should lead to a strong finish to FY21.

An uninterrupted summer

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

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.

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.