Willem Vinke Archives • Eric Sturdza Investments

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.

Willem Vinke discusses how the Funds are prepared for when economies reopen.

Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.

Willem Vinke discusses the political stability following the roll out of vaccines.

Willem Vinke tilts the European portfolio towards more cyclical and value names given political developments, vaccines and further stimulus.

Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.

Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.

Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.

The Strategic Europe Quality Fund was recognised as a top performing UCITS Equity Fund at the Investors Choice Awards 2020.

Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.