Seasonality or macro change?
The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.
Fund Commentary • 21-10-2021
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Fund Commentary • 29-08-2019
More upside from here?
Eric Sturdza comments on the general uncertainty about the neutral rate and the potential adjustment of the FOMC's "dot plot".