Too much consensus?

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

Monthly Fund Commentary

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.

Monthly Fund Commentary

‘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

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.

Monthly Fund Commentary

TINA* effect interrupted by nCov

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

Monthly Fund Commentary