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deBack to the future?
The team at Banque Eric Sturdza discuss the potential sources of growth and the outlook for 2023.
Fund Commentary • 17-01-2023
An 80-20 strategy in 2023
Eric Vanraes reflects on the bond markets and outlines a new philosophy for 2023.
Fund Commentary • 12-01-2023
Inflation or recession? Or both together?
Eric Vanraes discusses the actions of the Fed and plans the strategy to compliment their moves.
Fund Commentary • 21-12-2022
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,
Fund Commentary • 14-12-2022
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.
Fund Commentary • 28-11-2022
Waiting for the FOMC and the Midterms
Eric Vanraes discusses the strategies to stay ahead of the actions of central banks.
Fund Commentary • 17-11-2022
+75 bp is the new normal
Eric Vanraes examines the latest from the front line in the fight against inflation.
Fund Commentary • 13-10-2022
Keep at it
The team at Banque Eric Sturdza discuss the actions being taken to tame inflation, improving the investment case for credit markets.
Fund Commentary • 10-10-2022
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.
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.