Back to the future?

The team at Banque Eric Sturdza discuss the potential sources of growth and the outlook for 2023.

An 80-20 strategy in 2023

Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.

Inflation or recession? Or both together?

Eric Vanraes discusses the actions of the Fed and plans the strategy to compliment their moves.

When inflation comes down…

The team at Banque Eric Sturdza reflect on a busy November and discuss more diverse opportunities as we head towards a new year,

History does not repeat itself but it rhymes

The team at Banque Eric Sturdza discuss macro political plays and implications for the wider economic landscape.

Waiting for the FOMC and the Midterms

Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.

+75 bp is the new normal

Eric Vanraes examines the latest from the front line in the fight against inflation.

Keep at it

The team at Banque Eric Sturdza discuss the actions being taken to tame inflation, improving the investment case for credit markets.

Fed and ECB jumbo rate hikes expected vs. inflation

Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.

Summer heat

The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.

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.

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.