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.

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.

Inflation, inversion, recession

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

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.

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.

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.

Markets and the peace dividend

The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.

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.

The Fed reprices financial assets

The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.

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”.