Global Equities

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.

A continued focus on quality

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

Enduring Volatility

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

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.

Where to from here?

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

Equity markets continue to rebound

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

Relative results outweigh absolute figures

Eric Sturdza discusses the positives of a post COVID-19 economy.

Cautious macro view proves wise

Willem Winke outlines defensive plans until the impact of the current situation becomes clearer.

How will inactivity in China impact European markets?

Bertrand Faure and team have undertaken a study on each of the individual positions in the portfolio to develop an understanding of the direct and indirect impact of a prolonged period of inactivity in China.

Equity profits need to improve

Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.

March review: Cautious outlook remains

Willem Vinke takes a closer look at the Fund's top performing sectors and contributors in March.