The Fed Archives • Eric Sturdza Investments

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

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

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

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

Eric Vanraes discusses global Central Bank's latest moves.

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

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

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

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

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

Against the current economic backdrop, Eric Sturdza discusses the monetary policy path the US Fed may take.

Eric Vanraes comments on the Fed's return to a dovish monetary policy.