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.

Inflation, inversion, recession

Eric Vanraes expands on the strategies being implemented to improve the Fund’s position during the current inflation situation.

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.

A hawkish ECB and then… the war

Eric Vanraes reflects on the evolution of key market drivers throughout February.

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.

USA-China: the hawks and the doves

Eric Vanraes reviews the current market through the lens of the strategy’s four pillars.

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”.

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.

Omicron and the hawks

Eric Vanraes discusses the outlook and strategy for Q1 2022.

At the same time

The team at Banque Eric Sturdza present their expectations for Q1 2022.

Formula 1 and bond management

Eric Vanraes explores the analogy between Formula 1 and credit bond management in relation to risk management.

Inflation above 6% and long bonds below 2%

Eric Vanraes reflects on the tapering and inflation control plans being implemented by the central banks.