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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
A bright future for most bonds… but not all!
Eric Vanraes provides insight on his assessment of the major influencers of fixed income markets today and how he reflects these in his three step investment process.
Webinar
Strategic Bond Opportunities Fund: An Overview
Video Interview: Eric Vanraes and Pascal Perrone provide an overview of the Fund's strategy, philosophy, portfolio and approach to risk management.