en
fr
deThe power of vaccine
Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines.
Fund Commentary • 17-12-2020
Early vaccine hopes raise investor sentiment
Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.
Fund Commentary • 23-11-2020
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.
Fund Commentary • 20-08-2020
Where to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
Fund Commentary • 14-07-2020
Markets rebound on global governments’ “whatever it takes”
Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.
Fund Commentary • 15-05-2020
Continued equity upside
Eric Sturdza looks into the impact stabilisation of geopolitical and macroeconomic activity will have on 2020.
Fund Commentary • 23-01-2020
Continued Equity Upside
Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.