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deAn inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
Fund Commentary
The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
Morningstar has awarded the Sturdza Family Fund a 4-Star rating and a 5-Globe Sustainability rating.
Fund Commentary
2021 Review and 2022 Outlook
The Sturdza Family Fund team reflect on market developments throughout 2021 and offer insight into the potential areas for growth in 2022.
Fund Commentary
Here we go again?
The Sturdza Family Fund team discuss the latest developments brought about by the Omicron variant and how the Fund is poised for a market shift.
Fund Commentary
Ongoing strength in earnings support equity markets
The Sturdza Family Fund team discuss the indicators that should lead to a strong finish to FY21.
Fund Commentary
Seasonality or macro change?
The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.
Fund Commentary
An uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.
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.
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.
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.
Fund Commentary
Economic conditions continue to favour equities
The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.
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.