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deOn 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
Investing in European ‘Quality Growth’?
Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.