Bucking the trend

Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.

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”.

At the same time

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

Déjà vu…

The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.

Phileas’ Investment Approach to European Equities

Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

An introduction to Phileas Asset Management

Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.

Phileas Asset Management appointed to run flagship European equity strategy

Eric Sturdza Investments has partnered with Phileas Asset Management to act as an investment adviser for its Strategic Europe Quality Fund.

Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund

Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.

Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

Market polarisation provides amazing investment opportunities

Bertrand Faure shares his views on the current market conditions and the opportunities within a polarised European equity market.

Eric Sturdza Investments wins Citywire Germany award for European Equities

Eric Sturdza Investments won the inaugural Citywire Germany Award for the European Equity category.