Encouraging global activity

Eric Sturdza reflects on an eventful first quarter in the Equity markets and normalisation returning.

Fund Commentary • 21-04-2021

Too much consensus?

Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.

Fund Commentary • 23-02-2021

Early vaccine hopes raise investor sentiment

Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.

Fund Commentary • 23-11-2020

‘Active and wealth management’ article by allnews

Marc Craquelin & Constantin Sturdza discuss the potential long-term ‘protective’ nature of the Sturdza Family Fund strategy during extreme scenarios.

News • 26-03-2020

Exogenous shocks

Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.

Fund Commentary • 23-03-2020

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