The Fed is cautiously hawkish

Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.

Monthly Fund Commentary
The Federal Reserve’s careful message, what next?

The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.

Monthly Fund Commentary
Economic conditions continue to favour equities

The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.

Monthly Fund Commentary
A tapering without taper tantrum

Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.

Monthly Fund Commentary
Strong earnings confirm global recovery

Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.

Monthly Fund Commentary
Inflation fears are declining

Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.

Monthly Fund Commentary
2021, the reflation year?

Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.

Monthly Fund Commentary
Three vaccines and a rally

Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.

Monthly Fund Commentary
The power of vaccine

Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines. 

Monthly Fund Commentary
Early vaccine hopes raise investor sentiment

Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.

Monthly Fund Commentary
The way forward

Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.

Monthly Fund Commentary
Inflation fears make a comeback

Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.

Monthly Fund Commentary