COVID, inflation and central banks behaviour

Eric Vanraes summarises the Fixed Income activities over the last few months and shares his outlook for 2022.

Fund Commentary • 13-12-2021
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
2021, the reflation year?

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

Fund Commentary • 17-02-2021
Investors’ risk appetite persists

Eric Vanraes examines investors' preference in H1 2020 for equities and high-risk bonds; at the expense of long dates US Government bonds.

Fund Commentary • 09-07-2020
Tactical decrease of credit risk

Eric Vanraes sets out the strategy of reducing risk and seizing quality opportunities in a time when future contracts cross the zero line.

Fund Commentary • 14-05-2020
TINA* effect interrupted by nCov

Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.

Fund Commentary • 28-02-2020
Recession fears lead to a sharp bond rally

Eric Vanraes discusses global Central Bank's latest moves.

Fund Commentary • 20-09-2019
A reluctant first Fed rate cut

Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.

Fund Commentary • 29-08-2019
The Federal Reserve yields

Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.

Fund Commentary • 29-08-2019
The Central Bank’s dovishness – where to next?

Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.

Fund Commentary • 24-07-2019
“Buy in May”

Eric Vanraes looks at potential buying opportunities presented during the month of May and the rest of the year.

Fund Commentary • 21-06-2019
More accomodation in sight

Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.

Fund Commentary • 21-06-2019