Strong recovery on the horizon

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

Value rotation continues

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

Encouraging global outlook

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

Vaccines and political stability

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

The power of vaccine

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

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.

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.