Making defensive preparations
Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.
Fund Commentary • 10-05-2022
Seasonality or macro change?
The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.
Fund Commentary • 21-10-2021
Stocks becoming too expensive
Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.
Fund Commentary • 20-05-2020
A busy August
Eric Sturdza reviews the behaviour of equity markets in August.
Fund Commentary • 23-09-2019
April update: Defensive portfolio positioning maintained
Willem Vinke provides his market outlook for the second half of the year.
Fund Commentary • 20-05-2019
Development on US-China trade talks to trigger a miraculous jump for the market
Yutaka Uda discusses the potential for the Japanese economy to regain momentum.
Fund Commentary • 07-02-2019
December update – there is more to come…
Willem Vinke explains his preference for defensive portfolio positioning given the current environment.