An equity rebound, but no real macro progress
The Sturdza Family Fund team explore the factors creating market swings.
Fund Commentary • 11-11-2022
Entering Q4 on a volatile note
The Sturdza Family Fund team outline their plans to prosper throughout the upcoming volatility.
Fund Commentary • 19-10-2022
End of summer cool down
The Sturdza Family Fund team define the risks and concerns that are shaping the current market.
Fund Commentary • 29-09-2022
An optimistic market hopes the worst is behind us
The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.
Fund Commentary • 09-08-2022
Margin pressures call for “quality”
The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.
Fund Commentary • 20-07-2022
Another award for the Sturdza Family Fund – Rating by FundsPeople
The Sturdza Family Fund is recognised by FundsPeople as one of their 'Distinguished Investment Products of the Year'.
Fund Commentary • 28-06-2022
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