Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.

Monthly Fund Commentary

Value rotation continues

Willem Vinke discusses how the Funds are prepared for when economies reopen.

Monthly Fund Commentary

Encouraging global outlook

Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.

Monthly Fund Commentary

Vaccines and political stability

Willem Vinke discusses the political stability following the roll out of vaccines.

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

A tilt to cyclical and value stocks

Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.

Monthly Fund Commentary

Finding opportunities in a consolidating market

Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.

Monthly Fund Commentary

A continued focus on quality

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

Monthly Fund Commentary

Enduring Volatility

Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.

Monthly Fund Commentary

Onwards and upwards

Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.

Monthly Fund Commentary

Where to from here?

Eric Sturdza on the perceived disconnect between markets and the economy.

Monthly Fund Commentary

Equity markets continue to rebound

Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.

Monthly Fund Commentary