Pages
Funds
People
News:
-
Fed & ECB jumbo rate hikes expected vs. inflation
-
Get ready for the next economic stimulus package
-
Growth profiles strengthening
-
Defence is the best offence
-
Will Q3 be so rosy?
-
Summer Heat
-
Maintaining caution amidst rally
-
Lockdown gains
-
Changes in the semiconductor industry?
-
Underpriced stocks prevail – thank you pessimists!
-
Sentiment swing… or seesaw?
-
Fed funds at 2.5%, inflation reaches 9.1%
-
An optimistic market hopes the worst is behind us
-
On the other side of the economic cycle?
-
Bertrand Faure ranked 1st in the European Equities category of the Citywire Selector Euro Stars 2022 Edition
-
Margin pressures call for “quality”
-
Positive shocks
-
Recession and fragmentation
-
First the price actions, then the fundamentals
-
Rich pickings
-
Varying focus of concern
-
Stock deratings provide compelling opportunities
-
Which side to choose?
-
Another award for the Sturdza Family Fund – Rating by FundsPeople
-
Recession or not?
-
Sense and sensitivity
-
The BoJ should be forced to change its stance
-
Stimulus plans for China
-
Timing of the rebound
-
+75bp, the Fed did it!
-
Markets shift focus from Price to Earnings
-
Avoiding the European equities whirlpool
-
Switzerland’s Pension Symposium & Pension Market Trade Fair
-
The (hard) return to reality
-
Aggressive supporting measures in China
-
The reversal of the Yen could trigger a market rally
-
Central banks in a corner amid cyclical pressures from China
-
Identifying robust companies
-
Inflation, inversion, recession
-
Making defensive preparations
-
Bucking the trend
-
Webinar: The benefit of volatility for fundamental investing
-
Pause and recover
-
Energy costs could remain high for a long time
-
Ebbs and flows
-
TINA, inflation and Ukraine
-
Fed: the first rate hike
-
Interpreting the cycle
-
During War Time
-
Takeover Potential
-
Eric Sturdza Investments wins ‘Top Performer’ Awards at the 2022 Investors Choice Awards
-
Japan: Positioning in a resilient manner in turbulent times
-
Policy stimulus
-
US interest rate hikes have a long way to go
-
Markets and the peace dividend
-
What a difference a month makes
-
Countering the blurred outlook
-
A hawkish ECB and then… the war
-
Resilience through preparation
-
Heading towards a new Cold War?
-
A different rate cycle can provide opportunities – Sturdza Family Fund webinar
-
USA-China: the hawks and the doves
-
Inflation to determine equity markets
-
China’s rising GDP
-
A year of two halves
-
FY2021 Review and FY2022 Outlook – The Strategic China Panda Fund
-
Balancing Quality
-
The Fed reprices financial assets
-
Dry January!
-
The two sides of the coin
-
Strategic Global Quality Fund report on 2021
-
What does the Fed’s latest update mean?
-
SEQF performance review – January 2022
-
Further recognition for the Sturdza Family Fund
-
Sector shifts on a global front
-
Regulations, stimulus and sanctions
-
Just the beginning of a paradigm shift
-
An inflection point? Getting closer but not yet…
-
The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
-
Laying foundations for future growth
-
Omicron and the hawks
-
At the same time
-
Formula 1 and bond management
-
A strong finish to a strong year
-
2021 Review and 2022 Outlook
-
Supporting the provision of basic needs that are fundamental to an individual’s ability to survive, grow and thrive
-
It’s retail season in China
-
Here we go again?
-
PM Kishida’s ‘new capitalism’ should enhance Japan’s potential
-
2021 Wrap Up by Bertrand Faure
-
Inflation above 6% and long bonds below 2%
-
COVID, inflation and central banks behaviour
-
A quality structure
-
Déjà vu…
-
Rotation presents undervalued opportunities
-
Eric Sturdza Investments to plant 65,000 mangrove trees in Madagascar
-
Season’s Greetings 2021
-
The IIGCC take action
-
Phileas’ ESG Approach
-
Phileas’ Investment Approach to European Equities
-
An introduction to Phileas Asset Management
-
China – sustained economic growth?
-
Indications of a China property resurgence
-
Japanese economy to begin a sharp recovery
-
Waiting for a dovish tapering
-
Ongoing strength in earnings support equity markets
-
Undervalued stocks will have their day
-
What about inflation?
-
Fed’s tapering announcement
-
Phileas Asset Management appointed to run flagship European equity strategy
-
Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund
-
Seasonality or macro change?
-
Light at the end of the tunnel for the property market
-
Pay attention to the Prime Minister’s new policy
-
Only transitory? Look at real yields!
-
When the mist clears
-
China Investment Focus: Evergrande and its implications
-
Eric Sturdza Investments stands with displaced Afghans
-
Participation in The Investor Agenda’s 2021 Global Investor Statement
-
The “common prosperity” plan
-
A reverse taper tantrum?
-
Mr Suga’s resignation could trigger a sharp rally
-
An uninterrupted summer
-
Global growth outlook biased towards defensive stocks
-
Riding high on the wave
-
China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?
-
Solid earnings and steadfast central banks
-
Defensives outperform cyclicals
-
New trend to last a few years at least
-
Long bonds send a message
-
Upheaval in Chinese markets
-
Individuals capitalise on market undervaluation
-
Guernsey beach clean-up with The Clean Earth Trust
-
Nikkei 225 approaching the bottom of its trading range
-
Outperformance through sector allocation
-
The Fed is cautiously hawkish
-
Growth optimism
-
The Federal Reserve’s careful message, what next?
-
Eric Sturdza Investments plants 115,000 trees
-
Bullish outlook proves accurate
-
Inflation fears start to rock rates
-
Economic conditions continue to favour equities
-
Chinese tech is ready to grow
-
Japan’s remarkable vaccination progress
-
Quality returns alpha
-
A tapering without taper tantrum
-
Seeking ways to exploit the market volatility
-
Eric Sturdza Investments – SFDR Article 8 compliant, our ESG journey continues…
-
Monitoring vaccination developments is essential
-
Strong earnings confirm global recovery
-
Consumption up, inflation stable
-
Generating alpha through the recovery
-
Long-term investing amid an economic recovery and sector rotations
-
Inflation fears are declining
-
Thriving through volatility?
-
A switch from new economy to old
-
Strong recovery on the horizon
-
Encouraging global activity
-
Market polarisation provides amazing investment opportunities
-
Inflation is creeping up
-
China’s recovery is on track, but consumption remains in the spotlight
-
Central banks and inflation
-
From undervalued stocks to outsized gains
-
Our ESG journey continues…
-
Eric Sturdza Investments recognised as ‘Asset Management Company of the Year, Switzerland 2020’
-
Prize month for Eric Sturdza Investments with two ‘Top Performer’ awards and a ‘Best Boutique Fund Manager’ award
-
A historical change from growth to value has just begun
-
A reflation sell-off
-
Value rotation continues
-
Opportunities in the Property sector
-
Markets continue to normalise
-
Fundamentals have returned
-
Too much consensus?
-
China makes a full recovery
-
A cautious approach as Japanese markets rally
-
Encouraging global outlook
-
2021, the reflation year?
-
Markets continue to be very polarized
-
Vaccines and political stability
-
A record year in review
-
Bullish sentiment in Chinese markets
-
A record-breaking December… what’s to follow?
-
Two major deals for Christmas
-
Great opportunities for European equities around the corner
-
2020 in review: plenty of records, but where to from here?
-
Eric Sturdza Investments focuses on individual empowerment through education in Tanzania
-
2020, a year to be remembered, but through adversity comes opportunity
-
Eric Sturdza Investments’ continued support of the Guernsey Cheshire Home
-
Maintaining a defensive strategy
-
Three vaccines and a rally
-
2020: Unprecedented polarisation and rotation
-
The power of vaccine
-
Out with the new, in with the old
-
Markets expected to experience some corrections in the coming months
-
Setting records investing in European equities
-
Eric Sturdza Investments announces changes to European Smaller Companies Fund
-
Season’s Greetings 2020
-
A tilt to cyclical and value stocks
-
China, back on track
-
Biden’s victory and COVID-19 vaccine breakthrough brings shift from growth to value
-
Early vaccine hopes raise investor sentiment
-
The Fed remains key driver ahead of US elections
-
Hope of a vaccine triggers European market movements
-
Backing local talent on the road to success
-
Alisdair Bell appointed as Sales Director
-
Picking quality investments during volatility
-
China market performance slows in September
-
Japanese markets on a solid footing
-
The bond market plays the waiting game
-
Finding opportunities in a consolidating market
-
The investor voice on climate change – The Institutional Investors Group on Climate Change
-
European staycation trend offers opportunities for investors
-
A continued focus on quality
-
China looks to domestic economy for core growth
-
Great shift in market attention from IT sectors to value stocks
-
The way forward
-
Inflation fears make a comeback
-
Fundamental bottom up analysis of investments leads to bumper profits
-
The road to recovery in Japan
-
The Fed saves jobs, but personal woes continue
-
Enduring Volatility
-
Recovery continues in Europe
-
China showing first signs of recovery
-
Onwards and upwards
-
Resilient market optimism
-
The stimulus cushion
-
Investment in infrastructure to determine the direction of the market
-
Where to from here?
-
Eric Sturdza Investments wins at the Investors Choice Awards 2020
-
Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing
-
Investors’ risk appetite persists
-
European stocks turning bullish
-
A bright future for most bonds… but not all!
-
Adjustment to Share Class Naming Convention
-
Equity markets continue to rebound
-
China’s resilient domestic consumption amidst macro headwinds
-
Investments with steady growth during this longer period of monetary easing is the best mix
-
Relative results outweigh absolute figures
-
TIPS and hybrids, a relevant barbell
-
Outsized Gains
-
Fundamental trading throughout the Pandemic
-
The Sturdza Family Fund: Objective, Philosophy & Risk Management
-
The Sturdza Family Fund: Overview of the Team
-
The Sturdza Family Fund: An Introduction
-
Investor anxiety calmed by stimulus measures
-
Oil market stabilising with global economy to recover from 3Q 2020
-
Stocks becoming too expensive
-
A cautious approach
-
Markets rebound on global governments’ “whatever it takes”
-
Tactical decrease of credit risk
-
Market correction provides an opportunity
-
The shape of the recovery
-
The market is on the way to recovery after its deep bottom in mid-March 2020
-
Safe haven treasuries and credit opportunities
-
Extreme volatility
-
Epidemic stabilising in China
-
The Sturdza Family Fund: A portfolio built to weather extreme scenarios
-
Eric Sturdza Investments builds three new clean water wells in Tanzania
-
Supporting those in need in difficult times
-
‘Active and wealth management’ article by allnews
-
Eric Sturdza Investments: COVID-19 (Coronavirus) – Update 25/03/2020
-
Cautious macro view proves wise
-
Exogenous shocks
-
Chinese government implements supportive methods
-
10y Treasury yields at record lows
-
Investing in resilient companies with strong cash flow generation is key to managing downside
-
More downward revision in Japan Q1 2020, quicker recovery from mid Q2
-
Eric Sturdza Investments: COVID-19 (Coronavirus)
-
Awarded Citywire Gold Medal in the Equity – Europe sector
-
Investing in European ‘Quality Growth’?
-
TINA* effect interrupted by nCov
-
Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020
-
How will inactivity in China impact European markets?
-
Equity profits need to improve
-
Safe haven bid on coronavirus fears
-
Recognition Award for Performance Excellence by BarclayHedge
-
Coronavirus will not have a long-term impact on the Chinese Economy
-
Sailing ahead with the Guernsey Sailing Trust
-
China – Macro headwinds subside offering opportunities in the H-share market in 2020
-
A successful FINANZ’20
-
Continued equity upside
-
US yields steady in December despite trade deal and the Fed
-
Corporate profits to turn around from 1Q 2020
-
A positive month for China, with hope for more good fortune in 2020
-
2019 proved to be high-quality, despite the surprises
-
An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half
-
Eric Sturdza Investments to exhibit at FINANZ’20 – Stand No. A.22
-
“Best Investment Management Firm, Guernsey” in Global 100, 2019 Listing
-
Large economic stimulus package to contribute to sharp recovery from 1Q 2020
-
Maintaining Order in Complexity
-
Global systemic risks recede in November
-
Continued Equity Upside
-
Building Optimism for China-US Trade Deal
-
2019 Review and 2020 Outlook
-
Season’s Greetings 2019
-
Eric Sturdza Investments to plant over 50,000 trees
-
Strong performance to close out the year
-
Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
-
Earnings and New Highs
-
Property exposure increased as Chinese developers record stronger sales
-
A hawkish rate cut, as expected
-
Aggressive fiscal stimulus to play a big role for the Japanese market
-
Volatility providing fertile ground for stock pickers
-
Portfolios to remain defensive through to year end
-
Current market shift provides great entry opportunity
-
A pause in the rally or the first step of a correction?
-
China and the USA: Back and Forth
-
September Update: Weight Problem?
-
Expanding Horizons
-
Is the End in Sight?
-
A sense of déjà vu
-
A busy August
-
August update: Macro view remains unchanged
-
BDI recovers: Has global manufacturing bottomed out?
-
Hong Kong’s property and retail sectors under pressure
-
Recession fears lead to a sharp bond rally
-
Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
-
Rebound or a real rotation?
-
Some strong H1 results despite equity markets’ lack of direction
-
A reluctant first Fed rate cut
-
The Federal Reserve yields
-
July Update: More volatility to come?
-
Market moves sideways in July
-
Consumption tax hike unlikely to constitute risk for economy
-
Strategic Bond Opportunities Fund: An Overview
-
European Equities: The potential for value creation in the long-term
-
The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies
-
Change of name and minimum investment criteria for the Strategic Europe Value Fund
-
Chinese Equities: Fundamental investing in light of the U.S. and China trade talks
-
Central Bank activism gives market confidence boost
-
Renewed hopes of a trade truce
-
The Fed – playing a big role for the market
-
The Central Bank’s dovishness – where to next?
-
Triathlon team win two Gold and two Silver medals
-
June update: A strong rebound
-
A broad market rally
-
Market Polarisation – A H1 Review
-
In-depth due diligence, a basic requirement for long term sustainability
-
May update – preference for defensive portfolio positioning maintained
-
“Buy in May”
-
Additional Government stimuli expected
-
More accomodation in sight
-
Month of May lived up to its reputation
-
Market focuses on Trump-Xi meeting at G20 summit
-
A YTD stock-level review
-
April update: Defensive portfolio positioning maintained
-
Pick up of construction orders likely to trigger an economic recovery
-
Chinese shares continue their uptrend
-
Cautiously optimistic
-
Low Inflation + Weak Growth = Strong Rally
-
Chinese Stocks remain buoyant following US-China talks progress
-
Overall sentiment should improve, despite short term uncertainties
-
European equity markets are showing signs of becoming more rational in 2019
-
Open bar at the Fed!
-
March review: Cautious outlook remains
-
A great start to the new year
-
Global economy to turn around from 2H 2019 onwards
-
Chinese equities represent a great opportunity for long-term value investing
-
Strong job data offset by dovish FOMC minutes
-
A nearing trade deal?
-
February Update: The pricing of risk assets
-
Stock selection is key in the current environment
-
More upside from here?
-
Infrastructure spending will help the global economic recovery
-
Brexit and potential impact on the Strategic Europe Value Fund
-
Government measures introduced to counter the slowdown
-
January Rebound
-
Dovish Cup: FED-ECB Finish 1-1
-
The FED and ECB Remain Flexible
-
January Update
-
Development on US-China trade talks to trigger a miraculous jump for the market
-
A view on the 2018 market movements
-
The closing of the Strategic US Momentum & Value Fund
-
New Family Fund launches – Offering dynamic exposure to global markets
-
90 day truce agreed – Trade deal nearing
-
Growth concerns push yields lower
-
Cyber Essentials Plus Certification
-
Decisive fiscal stimulus to be implemented by government
-
December update – there is more to come…
-
Leveraging on the opportunities presented – the launch of the New Sturdza Family Fund
-
Any positive news can be a catalyst for a sharp rally
-
Are the Worst of the Trade War Fears Now Over?
-
Trade Tensions Trigger Uncertainty for Economic Growth
-
Fund Update – November 2018
-
Ready for a Bond Rally by the end of the year?
-
Strategic European Smaller Companies Fund – 2018 YTD Performance Review
-
Sturdza Family Fund – Benchmarks
-
Our commitment to charitable giving
-
Evolution in Eric Sturdza Investments’ Product Offering
-
Season’s Greetings 2018
-
Seeking Excellence Across Global Markets
-
Investor sentiment dominated by fear of Trade War
-
October update – A preference for defensive portfolio positioning
-
October turmoil
-
October lived up to its reputation being a difficult month
-
Bonds driven by risk aversion in October
-
Property market to enjoy “longer strides”
-
Never so good?
-
September update – Cautious view maintained
-
Valuation dichotomy between growth and value reaches a level not seen since 1999
-
Italy and the Fed – Two key drivers of the bond markets in September
-
Sentiment towards A-Shares boosted during September
-
Work-style reform related bills continue to impact economy
-
Higher yields – Not necessarily bad for equities
-
Brexit Impacts for EI Sturdza
-
Asian Equities: Opportunity for Growth in China and Japan
-
Disparities in European equity stock valuations lead to a great opportunity
-
Fundamentals associated with property sector remain solid in August
-
The Fed more predictable than the ECB?
-
Healthly labour backdrop reiterated
-
Online retailers continue to disrupt established market players in August
-
August update: Strong run of industrials during the month
-
Existing growth opportunities in Japan despite natural disasters
-
Japan’s vulnerability to natural disasters should urge sizable fiscal spending
-
China Equities: Core Investment Themes for Chinese Growth
-
July update
-
Interest in domestic exporters pushes Nikkei and Topix higher in July
-
GDP growth in Q2 driven by strong consumer spending
-
Markets driven by momentum rather than fundamentals
-
June export growth above expectations
-
A beautiful summer clouded by trade war escalation
-
Bank of Japan takes a more flexible approach to monetary policy
-
A Bright Future for Japanese Equities
-
June update
-
Trade tantrum or taper tantrum?
-
Devaluation of Renminbi perceived as unlikely
-
Capital spending significantly boosted by tax reform
-
European active funds shift allocations to staples and utilities
-
Infrastructure investment in the USA expected to expand soon
-
Multi-Year Up Cycle for Chinese Equities
-
President Trump’s “Uncooperative Games”
-
Change of Fund’s investment policy
-
May payroll report surprises on the upside
-
Political risk in Italy affects European periphery
-
May update
-
Political situation in Italy keeps market in suspense
-
Retail sales and tourist arrivals in HK surprise on the upside
-
Italy and Emerging Markets push safe haven yields lower
-
The market is waiting for a clear signal to make a significant jump
-
Identifying value in European small to mid-cap equity markets
-
US 10 year yield reaches 3%. So what?
-
Solid economic growth supports European markets in April
-
April update
-
Tax reform and its positive impact expected to show on business side of economy soon
-
Value investments outperformed growth and quality names in April
-
WTI crude oil may increase to 100 USD/bbl in 2020
-
Sino-US trade disputes keeps market flat in April
-
Uptick in market volatility and return dispersion anticipated
-
March update
-
Companies faced with macro-economic challenges
-
Transition from “Golidlocks” era underway
-
The Fed will cause an inversion of the US Treasury curve
-
Trade frictions to be overcome without serious damage for either country
-
Chinese properties and pharmaceuticals outperform during the month
-
EI Sturdza Funds PLC appoints Marc Craquelin to the board
-
Investors reassess the Fed’s policy outlook
-
Market sell-off seemingly unrelated to change in fundamental economic backdrop
-
Corrections can be seized upon as buying opportunities
-
Inflation fears take markets by surprise
-
February update
-
A golden opportunity lying ahead for investors
-
Correction eventually set in
-
‘Best Singapore Group – Equity Europe’ at Citywire Asia Awards 2018
-
Lilian Co sees further upside for Chinese equity markets
-
“Value” investment style as driver behind European market surges
-
Transitional phase at Fed may stir up a few market wobbles
-
Central bankers start the year with a more hawkish tone
-
January update
-
Watch out for President Trump’s infrastructure investment plan
-
Financials as the month’s market darling
-
Fund starts year on a positive note
-
Eric Vanraes comments on recent market volatility
-
Five Star Morningstar Rating for the ‘Strategic Global Quality Fund’
-
December update
-
European equity market ends year in positive territory
-
The timing of the BoJ’s policy change expected in the short term
-
Corporates are reaping benefits from supply side reform
-
US tax boost likely to provide tailwind and lift U.S. equities higher
-
Central banks behaviour will be led by inflation, not growth
-
Outlook for 2018 remains positive
-
EI Sturdza at FINANZ’18
-
Lilian Co on China’s New Economy
-
US markets outperform European markets in November
-
Economy’s growth momentum accelerating in Japan
-
November update
-
Non-stop market rally
-
Productivity growth acting as tailwind for economic growth in US
-
US and German yields stay low despite good economic figures
-
Earnings season creates some volatility in European financial markets
-
EI Sturdza’s Lilian Co on China’s Growth Story
-
Season’s Greetings 2017
-
2017 Roundup
-
Economic conditions boding well for an above trend rebound in 4th quarter
-
October update
-
Expectations regarding ECB meeting keep market in suspense
-
Japanese market rises on expectations regarding strong and stable government
-
China’s market goes up up up
-
More clarity on monetary policies pushes market up
-
The flatter US curve is a fair warning for 2018
-
Equity valuations to increase as deflation fades
-
Finding the sweet spot in European equities
-
An asset manager with a Swiss Heritage and a very different investment philosophy
-
Strategic China Panda Fund: Change in reporting Benchmark
-
China Investment Outlook: The journey towards sustained growth
-
Europe in September 2017
-
Winner takes all
-
More solid than anticipated economic data pushes market to new high
-
European market shows strong come back summer drawdown
-
Central Banks maintain accomodative stance
-
The size of Central Banks’ balance sheets matters, not the level of key rates
-
Important global political events to be a trigger for another sharp rally
-
EI Sturdza Investment Funds partners with Zurich fund distributor Johann & Graemiger Partners
-
Accommodative backdrop and temporarily abated risks lead to slightly more cautious approach
-
European equity markets hit hard by Dollar depreciation
-
Desperately seeking inflation
-
Markets to focus on good fundamentals once political uncertainties vanish
-
China stocks went from strength to strength
-
Europe in August 2017
-
Strategic Global Bond Fund – RMB class closure
-
Strategic European Smaller Companies Fund – capacity announcement
-
Japanese stock market more resilient to currency fluctuations
-
July update
-
European equity markets continue sideways move
-
Summer party not worried by Central Banks tapering concerns
-
Unveiled margin pressures in Europe despite H1 results confirming economic recovery
-
Winning streak of MSCI China Index continues
-
Europe in July 2017
-
Investment climate in Europe still healthy despite market slide in June
-
Europe in June 2017
-
There will be no summer break for Central banks
-
June update
-
Cautious positioning enabled the Fund to outperform in June and creates opportunities for the coming months
-
Crushing defeat in the Tokyo assembly election should invite more economic stimulus
-
Confirmed MSCI Index A-share inclusion pushes up market
-
Sturdza’s Triathlon teams bring home the medals at The Island Games
-
Cautious positioning enabled the Fund to outperform in June and creates opportunities for the coming months
-
QE: A rush for the exit
-
May update
-
A month of two halves for European equities
-
Quality Emerging bonds and long dated US Treasuries, a barbell strategy for the next Semester
-
Europe in May 2017
-
Final outcome for the French presidential elections
-
5th consecutive monthly gain for Chinese equities
-
Great turnaround to be kicked off after major political events
-
Bertrand Faure discusses the Fund’s approach to identifying market leaders
-
French presidential election result good for the stability of the Euro area
-
Improvement in Sino – US relations
-
Europe in April 2017
-
Increase in public spending to trigger Japanese economic expansion
-
April update
-
Quality Emerging bonds still offer the best risk-reward profile
-
French election first round result lifts overhang on European markets
-
EI Sturdza Strategic Quality Emerging Bond Fund celebrates its first Anniversary
-
CNBC Interview: Eric Vanraes on French elections, European bond markets and ECB policy
-
Eric Sturdza Investments wins Citywire Switzerland Group Equity Award
-
Continued upward trend in European markets with low implied volatility.
-
Strong first quarter for Chinese equities
-
Bonds: the calm before the (bullish) storm?
-
Europe in March 2017
-
A good month for European equities
-
The market awaits implementation of Trump’s new policies
-
Market set to become more selective
-
Low market volatility continues
-
February update
-
China stocks continue their upward trend in Februray
-
Bonds caught between hawkish Central banks and political uncertainties
-
Fed rate hike – so what?
-
Stock market rebound in February and continued outperformance for the Fund
-
Infrastructure investment to lead world economic growth
-
Europe in February 2017
-
Economic data and earnings supportive whilst the Fed awaits clarity on fiscal policy
-
Domestic consumption remains robust
-
European Bonds are becoming more at risk than Treasuries
-
Europe in January 2017
-
Remarkable rally expected with accelerating economic recovery
-
Investment case for Japanese equities
-
US economy closes the year on a firm footing
-
Europe in December
-
Trump rally enables financial markets to end the year in marginally positive territory for 2016
-
Reform measures set to unleash the potential for growth
-
Will Trumponomics extend or shorten the economic cycle?
-
World economic growth to be lifted by new policies from Mr. Trump
-
EI Sturdza launches Strategic Beta Flex Fund
-
A huge bond sell-off driven by Trumponomics, but not only
-
Sector rotation expected to continue beyond US election
-
Global cycle accelerating and tightening clearly ahead
-
Back to normalization
-
Europe in November
-
China – Value emerging once again
-
Eric Sturdza Investments wins two Citywire Italy awards
-
Government tightening measures cool the property market
-
Bonds behaviour driven by uncertainty (US presidential election, Fed hike and ECB tapering)
-
Earnings Turning Positive
-
Europe in October
-
Muted month prior to US election outcome
-
Paradigm shift from deflation to inflation worldwide
-
Trump Tantrum: First thoughts, outlook and behaviour of bond fund range
-
Eric Vanraes in Pensions & Investments: inflation is a long-term risk
-
E.I. Sturdza Funds PLC – Change of Service Provider
-
Eric Sturdza Investments wins Citywire Germany award for European Equities
-
Europe in September
-
Fed expected to raise rates in December
-
Strong performance in Q3 for the Fund with a 10.2% return
-
Export growth to keep improving as the Renminbi devaluation continues
-
Eventually, there is only one source of concern: The credibility of Central Banks
-
Supplementary budget to be the catalyst for a sharp economic recovery
-
E.I. Sturdza Funds plc – change of service provider
-
Wake-up! The US rate hike already took place via the $ 3 month Libor increase.
-
Good 2nd quarter earnings amidst a complicated environment
-
The rally continues in August with strong southbound flows benefitting financials
-
Europe update
-
Continued outperformance as a result of satisfactory half year results for the portfolio over the summer
-
G-20 to use all available policy tools for solid and sustainable growth
-
Meet European Tour golfer Gregory Havret – our brand ambassador
-
Eric Vanraes tells Investment Europe: ‘Draghi manages my Euro bond fund’
-
Risk appetite for emerging markets returns on renewed expectations of developed world easing
-
Strong Credit rally supported by an expected increase of ECB’s stimulus and extension of BoE’s QE programme to corporates
-
Europe in August
-
July rebound almost compensated for June decline despite Brexit and Italian NPLs
-
A good start to second quarter earnings
-
The sizeable fiscal stimulus is beginning to take place
-
The upcoming earnings season could be a strong catalyst for the Fund
-
Europe in July
-
The world does not come to an end with a Brexit but is has become more risky
-
China indices resilient despite negative surprises in June
-
Focus turns to the timing and size of the supplementary budget
-
Brexit and US job report push bond yields to record low
-
Hold your breath before CSPP, the Fed and Brexit (?)
-
US consumer data generally encouraging in May
-
Absolute positive performance recorded in the first year of operations despite turbulent market conditions.
-
Near term risks could create a buying opportunity
-
Concrete measures on fiscal stimulus lay ahead after large market events
-
Europe in June
-
EI Sturdza launches emerging market fixed income fund
-
US corporate and economic data in-line with cautious expectations
-
March macro data beats expectations
-
The ECB will not reach its inflation target despite massive QE
-
The Fed is still in wait and see mode
-
Quarterly results so far reveal weak top line growth but satisfactory cost control and margin development for European companies
-
Europe in April
-
Sizeable economic stimulus package to be a trigger for sharp rally
-
Eric Sturdza Investments wins at the Investors Choice Awards 2016
-
Spreads rally thanks to Draghi and oil prices
-
PSPP + CSPP = APP
-
More Central Bank dovishness in March
-
Europe in March
-
Central banks managed to stabilise the markets in March
-
Chinese Equities Rally in March
-
The Yen to stabilise in the short term
-
Morningstar crowns EI Sturdza Strategic Europe Value Fund the best European equity fund in Germany and Switzerland
-
More volatility in February
-
Absence of discrimination has always been a source of interesting opportunities
-
Commodity driven rally may be premature
-
Waiting for Super-Mario’s bazooka
-
Economic stimulus to be focused more on fiscal policy
-
Dear doves & hawks, the countdown is on
-
Europe in February
-
Winner takes all
-
2016 Started like 2015 ended
-
As expected, Treasuries rally…
-
Global concerns
-
Europe in January
-
Mr ‘Whatever it Takes’ has ‘No limit’
-
China is looking cheap
-
The turning point should be coming soon
-
Change of benchmark index
-
Willem Vinke named as a manager to watch by Citywire Selector
-
A dovish Fed tightening that raises more questions than answers
-
European bond markets disappointed by a hawkish ECB easing
-
‘Tis the season to be watchful
-
Strong upside potential beyond political instabilities
-
Europe in December 2015
-
Renminbi devaluation brings down EM currencies & commodity prices
-
Sizable outperformance by the Fund in its first year of operations
-
A tough year ahead?
-
Willem Vinke recognised by L’Agefi Indices for significantly outperforming the sector
-
Continued volatility in US equity markets on mixed economic data and a busy December schedule
-
Europe in November 2015
-
New growth strategy to lead Nikkei towards 25,000 in 2016
-
Super-Mario and the “whatever it takes” rule
-
More easing or stimulus required to meet the government’s GDP growth target
-
Fed: the markets are ready for a dovish tightening
-
Continued upward trend in European financial markets in November
-
Georges Gutmans presents the EI Sturdza Business Brief
-
Selecting Top Performers
-
EI Sturdza celebrates 10 years of fund management success in Guernsey
-
Fundamental analysis and stock picking as important as ever in a volatile environment
-
Europe in October
-
European bonds are (still) waiting for Super-Mario’s bazooka
-
Chinese stocks rebound after five straight months of declines
-
A Fed rate hike could lead to a flatter curve: 30y is the sweet spot!
-
Maintaining a defensive positioning amid a strong rally in the market
-
Europe in September
-
The disconnect between market perception in relation to the Chinese market is not sustainable
-
Confusion regarding Fed’s policy postpones anticipation for first rate hike
-
Confusion regarding Fed’s policy postpones anticipation for first rate hike
-
Poor liquidity and spread widening
-
A challenging month for US markets
-
US dollar weakness triggers a commodities recovery
-
Status quo for the US Federal Reserve following the worst quarter for financial markets since 2011
-
Volatility makes quite the entrance
-
The US bond market is caught between China and the Fed
-
Poor liquidity and Draghi’s QE highlights the attractiveness of PSPP bonds
-
The market has overreacted to the devaluation of the Renminbi
-
First sizable correction since 2011 in the context of uncertainty over global growth and volatility of emerging markets currencies
-
Companies must deliver on expectations
-
The market to stabilise soon with China risk manageable
-
September 2015 – Market and Macro update
-
Strategic US Momentum & Value Fund is awarded a 5-Star Morningstar Rating
-
Eric Sturdza Investments achieves multiple Citywire ratings
-
Our portfolio managers on current market turblulences
-
Europe in July
-
U.S. equities rebound, China worries linger
-
The Fed seems ready to hike in September despite growing international issues
-
The eyes focused on Greece in July, who cares about PSPP?
-
Asset bubble to start as vacancy rates declined below 5% level
-
Little discrimination in July post agreement between Greece and its creditors
-
Investors expected to revisit fundamentals – once dust has settled…
-
Q2 Commentary
-
First advanced economy defaults on IMF Loan
-
Fears of Grexit and poor liquidity put pressure on Bund, corporate spreads and the ECB
-
A steeper US Treasury curve due to Greece offers buying opportunities on the long end
-
Stock market plunge does not represent systematic risk
-
Higher productivity is the key word
-
Macro/Market Update by Lilian Co
-
International Developments Affecting Global Risk Aversion
-
EI Sturdza Investment Funds Launches The European Smaller Companies Fund
-
Market volatility should provide interesting opportunities in the coming months for the Fund
-
Macroeconomic Update
-
US and European markets advance, due to expectation of growth acceleration in 2H 2015
-
The Fed is ready to start normalising its monetary policy…but at which pace
-
Poor liquidity, Greece and signs of recovery push Bund’s volatility to record high
-
China’s A and H shares market diverge in April, with initiatives failing to cool the sizzling hot A share market
-
Future Expectations gain traction as ambiguous macro data dominates Q1
-
Strong economic data to stimulate Investors’ appetite
-
Yutaka Uda discusses Japanese equities
-
US: a temporary steepening of the curve ahead of a cautious Fed’s stance
-
Eurozone: ECB’s QE offset by economic improvements and Greece’s collapse?
-
SCPF: Chinese Stocks rally across the board
-
A short rest before another jump
-
Europe looking for growth
-
Lofoten Asset Management announces a new addition to the EI Sturdza Strategic Europe Value Fund team
-
Good earnings results meet ambiguous macroeconomic data
-
US equities catch their breath in the first quarter
-
Important Information for Investors
-
Green shoots spotted
-
Draghi’s bazooka is stronger than Grexit fears
-
Premier Li speech boosts Chinese stocks, with more measures to support the economy
-
The Fed will be more “Patient” than ever…
-
Investing in European equities – not afraid to be “boring”
-
Further consolidation leads to soft first quarter for U.S. equity markets
-
CAPEX to lead a strong economic recovery
-
Investieren in europäische Aktien: keine Angst vor „Langeweile“
-
Getting ready for QE
-
Ample room for RRR and interest rate cuts
-
Currency wars become a yield war
-
QE and the alignment of planets
-
Lilian Co’s thoughts on China’s GDP growth target
-
Markets recover quickly as oil prices start to rise
-
Strong February, yet currency headwinds persist
-
US fixed-income markets performances exceed expectations
-
ECB announce first QE boost
-
Chinese property sector benefits from relaxation measures
-
Larger than expected QE results in strong rally of European Equities
-
No January effect as markets ponder macro, currencies, oil and earnings
-
Japanese economy on course for a sound recovery
-
Sturdza confident staying slim serves an advantage
-
ECB QE: A ‘Swissification’ not ‘Japanification’
-
Strategic US Momentum & Value Fund – Q4 Commentary
-
2015 outlook for Europe
-
FED call for “patience”
-
Rally in long term US yields (10 & 30 year) expected
-
Japanese economy already on course for a sound recovery
-
ECB President Mr Draghi: “all assets but gold are under consideration”
-
‘A’ Share market the focus of the month
-
Positive US employment and retail stats above expectations
-
A year-end rally in Europe remains possible
-
Chinese stocks experienced a roller coaster ride in November
-
European economic forecasts are still expected to be cut further
-
The European government bond yields fell to all-time lows in November
-
November was a one-sided month for US equities
-
The Japanese economy is recovering after temporary and technical stagnation in 2Q and 3Q 2014
-
The assets of the Fund increased further during the month of October
-
There is some sign that the Japanese economy may come back to a healthy trend of growth
-
October proved to be challenging for financial markets
-
The Fund outperformed its benchmark index in October
-
The Chinese stock markets rebounded following a weak month
-
Victory for team EI Sturdza at the Hublot Polo Gold Cup in Gstaad 2014
-
Lilian Co talks to L’Agefi TV about China
-
Yutaka Uda talks on L’agefi TV about prospects for Japanese growth
-
L’Agefi Suisse: Eric Sturdza Investments wins Lipper Fund Awards
-
Lipper names Eric Sturdza Investments ‘Best Equity Fund Group’
-
The economic situation deteriorated further in Europe say Eric Vanraes and Pascal Perrone
-
Willem Vinke discusses European equities and bond markets
-
September was again a tale of two markets
-
In September, both the TOPIX Index and the Nikkei 225 Index recorded new year-to-date highs
-
The economic situation deteriorated further in Europe
-
A meaningful market correction finally materialized in September
-
Willem Vinke discusses the EI Sturdza Strategic Europe Value Fund
-
Chinese growth story is far from over
-
Eric I. Sturdza and Georges Gutmans talk about their vision for Eric Sturdza Investments
en
fr
de