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deThe (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.
Fund Commentary • 14-04-2022
A hawkish ECB and then… the war
Eric Vanraes reflects on the evolution of key market drivers throughout February.
Fund Commentary • 09-03-2022
Heading towards a new Cold War?
The Team at Banque Eric Sturdza review historic events that have shaken the world and polarised the stock markets - comparing them to the market activity today.
Fund Commentary • 03-03-2022
USA-China: the hawks and the doves
Eric Vanraes reviews the current market through the lens of the strategy’s four pillars.
Fund Commentary • 21-02-2022
Dry January!
The Team at Banque Eric Sturdza review the first month of 2022 and explore the reasons behind the lack of the “January Effect”.
Fund Commentary • 08-02-2022
The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
Morningstar has awarded the Sturdza Family Fund a 4-Star Rating and a 5-Globe Sustainability Rating.
Fund Commentary • 14-01-2022
Omicron and the hawks
Eric Vanraes discusses the outlook and strategy for Q1 2022.
Fund Commentary • 12-01-2022
At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
Fund Commentary • 10-01-2022
Formula 1 and bond management
Eric Vanraes explores the analogy between Formula 1 and credit bond management in relation to risk management.
Fund Commentary • 06-01-2022
Inflation above 6% and long bonds below 2%
Eric Vanraes reflects on the tapering and inflation control plans being implemented by the central banks.