Back to the future?

The team at Banque Eric Sturdza discuss the potential sources of growth and the outlook for 2023.

When inflation comes down…

The team at Banque Eric Sturdza reflect on a busy November and discuss more diverse opportunities as we head towards a new year,

History does not repeat itself but it rhymes

The team at Banque Eric Sturdza discuss macro political plays and implications for the wider economic landscape.

Growth driver to shift from IT to Infrastructure

Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.

Keep at it

The team at Banque Eric Sturdza discuss the actions being taken to tame inflation, improving the investment case for credit markets.

Summer heat

The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.

On the other side of the economic cycle?

The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.

Which side to choose?

The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.

Recession or not?

The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.

The (hard) return to reality

The team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.

During War Time

The team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.

Heading towards a new Cold War?

The team at Banque Eric Sturdza review historic events that have shaken the world and polarised the stock markets - comparing them to the market activity today.