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.

Economic conditions continue to favour equities

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

Strong earnings confirm global recovery

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

Long-term investing amid an economic recovery and sector rotations

The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.

Encouraging global activity

Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.

Markets continue to normalise

Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.

Too much consensus?

Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.

A record year in review

Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.

2020 in review: plenty of records, but where to from here?

Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.

The power of vaccine

Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines.