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.

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.

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.

Markets and the peace dividend

The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.

The Fed reprices financial assets

The Sturdza Family Fund Team reviewed January and the various shocks produced by the Fed’s decisions.

An inflection point? Getting closer but not yet…

The Sturdza Family Fund team reflect on the factors driving equity and fixed income markets.

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.

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.

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.

Ongoing strength in earnings support equity markets

The Sturdza Family Fund team discuss the indicators that should lead to a strong finish to FY21.

Seasonality or macro change?

The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.

An uninterrupted summer

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