Cautious macro view proves wise

Willem Winke outlines defensive plans until the impact of the current situation becomes clearer.

Monthly Fund Commentary

Investing in European ‘Quality Growth’?

Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.

Video

Equity profits need to improve

Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.

Monthly Fund Commentary

An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half

Willem Winke reflects on December and how the events of last year will shape the future.

Monthly Fund Commentary

Portfolios to remain defensive through to year end

Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.

Monthly Fund Commentary

September Update: Weight Problem?

Willem Vinke examines the allure of financial stocks against more stable sectors.

Monthly Fund Commentary

August update: Macro view remains unchanged

Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.

Monthly Fund Commentary

Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector

Eric Sturdza Investments nominated for 'Best Fund Group' in the 'Equity – Europe' asset class at the Citywire Spain Awards 2019.

News

July Update: More volatility to come?

Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.

Monthly Fund Commentary

June update: A strong rebound

Willem Vinke reviews H1 and the recent market rally, at the same time providing his outlook for H2.

Monthly Fund Commentary

May update – preference for defensive portfolio positioning maintained

Willem Vinke takes a closer look at the Funds' performance contributors in May.

Monthly Fund Commentary

April update: Defensive portfolio positioning maintained

Willem Vinke provides his market outlook for the second half of the year.

Monthly Fund Commentary