Back to the future?

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

Fund Commentary • 17-01-2023
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,

Fund Commentary • 14-12-2022
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.

Fund Commentary • 28-11-2022
Growth driver to shift from IT to Infrastructure

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

Fund Commentary • 22-11-2022
Keep at it

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

Fund Commentary • 10-10-2022
Summer heat

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