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The power of vaccine
Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.