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deFed and ECB jumbo rate hikes expected vs. inflation
Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.
Fund Commentary • 21-09-2022
Summer heat
The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.
Fund Commentary • 05-09-2022
Fed funds at 2.5%, inflation reaches 9.1%
Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.
Fund Commentary • 09-08-2022
On the other side of the economic cycle?
The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.
Fund Commentary • 05-08-2022
Recession and fragmentation
Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.
Fund Commentary • 19-07-2022
Which side to choose?
The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.
Fund Commentary • 13-07-2022
Another award for the Sturdza Family Fund – Rating by FundsPeople
The Sturdza Family Fund is recognised by FundsPeople as one of their 'Distinguished Investment Products of the Year'.
Fund Commentary • 28-06-2022
Recession or not?
The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.
Fund Commentary • 20-06-2022
+75bp, the Fed did it!
Learn more about the Fed’s plans and future expectations from Eric Vanraes.
Fund Commentary • 13-06-2022
The (hard) return to reality
The Team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.
Fund Commentary • 19-05-2022
Inflation, inversion, recession
Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.
Fund Commentary • 12-05-2022
Fed: the first rate hike
Eric Vanraes reflects on the start of the rate hikes by the Fed and what is expected down the line.