‘Active and wealth management’ article by allnews

Marc Craquelin & Constantin Sturdza discuss the potential long-term ‘protective’ nature of the Sturdza Family Fund strategy during extreme scenarios.

Exogenous shocks

Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.

TINA* effect interrupted by nCov

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

Continued equity upside

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

Earnings and New Highs

Eric Sturdza discusses the contributions and future challenges of the Healthcare sector.

A busy August

Eric Sturdza reviews the behaviour of equity markets in August.

The Federal Reserve yields

Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.

The Central Bank’s dovishness – where to next?

Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.

More accomodation in sight

Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.

Cautiously optimistic

Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.

Overall sentiment should improve, despite short term uncertainties

Eric Sturdza comments on the Central banks turning Dovish.

More upside from here?

Eric Sturdza comments on the general uncertainty about the neutral rate and the potential adjustment of the FOMC's "dot plot".