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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
Central banks in a corner amid cyclical pressures from China
The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.
Fund Commentary • 16-05-2022
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
TINA, inflation and Ukraine
The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.
Fund Commentary • 14-04-2022
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
During War Time
The Team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.
Fund Commentary • 12-04-2022
Markets and the peace dividend
The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.
Fund Commentary • 17-03-2022
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
The Fed reprices financial assets
The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.
Fund Commentary • 11-02-2022
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”.