Where to from here?

Eric Sturdza on the perceived disconnect between markets and the economy.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Continued equity upside

Eric Sturdza looks into the impact stabilisation of geopolitical and macroeconomic activity will have on 2020.

Monthly Fund Commentary

Continued Equity Upside

Eric Sturdza explore the virtues of a positive outlook and it's impact on the fund's index.

Monthly Fund Commentary