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
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.