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deAn uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.
Monthly Fund Commentary
China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?
Edouard Bouhyer of the Banque Eric Sturdza Investment Committee explores the recent regulatory changes in China and considers the possible reasons for the crackdown.
Monthly Fund Commentary
Solid earnings and steadfast central banks
The Sturdza Family Fund team reflect on the pandemic recovery and outline the points of focus for the second half of the year.
Monthly Fund Commentary
The Federal Reserve’s careful message, what next?
The Sturdza Family Fund team discuss the aims of the Federal Reserve and the developing consensus of optimism.
Monthly Fund Commentary
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.
Monthly Fund Commentary
Long-term investing amid an economic recovery and sector rotations
The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.
Webinar
Encouraging global activity
Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.
Monthly Fund Commentary
Markets continue to normalise
Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.
Monthly Fund Commentary
Too much consensus?
Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.
Monthly Fund Commentary
2021, the reflation year?
Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.
Monthly Fund Commentary
A record year in review
Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.
Monthly Fund Commentary
2020 in review: plenty of records, but where to from here?
Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.