Markets shift focus from Price to Earnings
Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.
Fund Commentary • 13-06-2022
Central banks in a corner amid cyclical pressures from China
The Sturdza Family Fund team reflect on geopolitical situations and discusses the reactions to company earnings reports.
Fund Commentary • 16-05-2022
TINA, inflation and Ukraine
The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.
Fund Commentary • 14-04-2022
Markets and the peace dividend
The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.
Fund Commentary • 17-03-2022
The Fed reprices financial assets
The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.
Fund Commentary • 11-02-2022
An inflection point? Getting closer but not yet…
The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.
Fund Commentary • 18-01-2022
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 • 14-01-2022
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 • 29-12-2021
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 • 17-12-2021
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 • 11-11-2021
Seasonality or macro change?
The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.
Fund Commentary • 21-10-2021
An uninterrupted summer
The Sturdza Family Fund team explore the different stimulus strategies being implemented around the world.