An uninterrupted summer

The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.

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.

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.

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.

Economic conditions continue to favour equities

The Sturdza Family Fund team explore the possible scenarios surrounding equity markets and their potential consequences.

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.

Encouraging global activity

Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.

Markets continue to normalise

Eric Sturdza explores the reasons behind the improving confidence in the equity markets and a shift in the bond markets.

Too much consensus?

Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.

2021, the reflation year?

Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.

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.

2020 in review: plenty of records, but where to from here?

Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.