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deToo 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.
Monthly Fund Commentary
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
Finding opportunities in a consolidating market
Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.
Monthly Fund Commentary
The way forward
Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.
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
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
Monthly Fund Commentary
The Sturdza Family Fund: Objective, Philosophy & Risk Management
The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.