The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.
Fund Commentary • 05-09-2022
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.
Fund Commentary • 05-08-2022
Which side to choose?
The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.
Fund Commentary • 13-07-2022
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.
Fund Commentary • 20-06-2022
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.
Fund Commentary • 19-05-2022
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.
Fund Commentary • 12-04-2022
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.
Fund Commentary • 03-03-2022
The Team at Banque Eric Sturdza review the first month of 2022 and explore the reasons behind the lack of the “January Effect”.
Fund Commentary • 08-02-2022
At the same time
The team at Banque Eric Sturdza present their expectations for Q1 2022.
Fund Commentary • 10-01-2022
The team at Banque Eric Sturdza reflect on the similarities between the current market conditions and those seen throughout modern history.
Fund Commentary • 10-12-2021
What about inflation?
Edouard Bouhyer summarises the recent macro events and considers their influence over key investment ranges.