End of summer cool down

The Sturdza Family Fund team define the risks and concerns that are shaping the current market.

Fund Commentary • 29-09-2022
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
An optimistic market hopes the worst is behind us

The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.

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.

Fund Commentary • 05-08-2022
Margin pressures call for “quality”

The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.

Fund Commentary • 20-07-2022
Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.

Fund Commentary • 19-07-2022
Which side to choose?

The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.

Fund Commentary • 13-07-2022
Recession or not?

The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.

Fund Commentary • 20-06-2022
+75bp, the Fed did it!

Learn more about the Fed’s plans and future expectations from Eric Vanraes.

Fund Commentary • 13-06-2022
Markets shift focus from Price to Earnings

Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.

Fund Commentary • 13-06-2022