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News:
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How will 2022 be remembered?
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European inflows!
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Old habits die hard
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Past repeating… or a new paradigm?
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Last month of a challenging year – looking ahead
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Sources of alpha
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Europe in 2023: Resilience pays off in stock picking
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Back to the future?
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New BoJ Governor to trigger Yen’s strength
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2023 drivers: resilience and productivity
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Property resurgence in China
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An 80-20 strategy in 2023
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Strong resilience in a challenging environment
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Addressing poverty and food insecurity in Brazil
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Empowerment through education
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Mild inflation should benefit Japan
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Inflation or recession? Or both together?
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Aggressive rebound for China
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Inflation enthusiasm
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Differentiated Japanese Equity Investing Adding Value
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We make time for each other
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When inflation comes down…
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Market recovery dependant on central banks
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Cyclical stocks rebound
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Uncovering opportunities in IT and Energy sectors
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Active ownership in the European equity space
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Growing positive trend
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Challenges and opportunities for 2023
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Season’s Greetings 2022
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History does not repeat itself but it rhymes
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Environment continues to evolve rapidly
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Will the government’s aggressive response be the turning point?
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Growth driver to shift from IT to Infrastructure
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Waiting for the FOMC and the Midterms
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Seizing new opportunities
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An equity rebound, but no real macro progress
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Another month, another ambience…
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Introducing the Strategic Long Short Fund – A differentiated approach to long / short equity investing
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Eric Sturdza Investments launches the Strategic Long Short Fund
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Entering Q4 on a volatile note
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Valuations are becoming attractive
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Internal controls – external sanctions
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Inbound spending should have a powerful impact on the market
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+75 bp is the new normal
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Will history repeat?
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Keep at it
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Fundamental matters
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End of summer cool down
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Stability following turmoil
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Fed and ECB jumbo rate hikes expected vs. inflation
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Get ready for the next economic stimulus package
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Growth profiles strengthening
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Defence is the best offence
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Will Q3 be so rosy?
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Summer heat
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Maintaining caution amidst rally
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Lockdown gains
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Changes in the semiconductor industry?
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Underpriced stocks prevail – thank you pessimists!
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Sentiment swing… or seesaw?
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Fed funds at 2.5%, inflation reaches 9.1%
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An optimistic market hopes the worst is behind us
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On the other side of the economic cycle?
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Bertrand Faure ranked 1st in the European Equities category of the Citywire Selector Euro Stars 2022 Edition
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Margin pressures call for “quality”
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Positive shocks
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Recession and fragmentation
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First the price actions, then the fundamentals
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Rich pickings
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Varying focus of concern
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Stock deratings provide compelling opportunities
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Which side to choose?
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Another award for the Sturdza Family Fund – Rating by FundsPeople
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Recession or not?
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Sense and sensitivity
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The BoJ should be forced to change its stance
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Stimulus plans for China
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Timing of the rebound
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+75bp, the Fed did it!
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Markets shift focus from Price to Earnings
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Avoiding the European equities whirlpool
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Switzerland’s Pension Symposium & Pension Market Trade Fair
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The (hard) return to reality
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Aggressive supporting measures in China
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The reversal of the Yen could trigger a market rally
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Central banks in a corner amid cyclical pressures from China
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Identifying robust companies
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Inflation, inversion, recession
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Making defensive preparations
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Bucking the trend
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Webinar: The benefit of volatility for fundamental investing
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Pause and recover
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Energy costs could remain high for a long time
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Ebbs and flows
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TINA, inflation and Ukraine
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Fed: the first rate hike
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Interpreting the cycle
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During War Time
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Takeover Potential
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Eric Sturdza Investments wins ‘Top Performer’ Awards at the 2022 Investors Choice Awards
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Japan: Positioning in a resilient manner in turbulent times
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Policy stimulus
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US interest rate hikes have a long way to go
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Markets and the peace dividend
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What a difference a month makes
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Countering the blurred outlook
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A hawkish ECB and then… the war
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Resilience through preparation
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Heading towards a new Cold War?
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A different rate cycle can provide opportunities – Sturdza Family Fund webinar
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USA-China: the hawks and the doves
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Inflation to determine equity markets
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China’s rising GDP
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A year of two halves
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FY2021 Review and FY2022 Outlook – The Strategic China Panda Fund
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Balancing Quality
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The Fed reprices financial assets
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Dry January!
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The two sides of the coin
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Strategic Global Quality Fund report on 2021
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What does the Fed’s latest update mean?
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SEQF performance review – January 2022
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Further recognition for the Sturdza Family Fund
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Sector shifts on a global front
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Regulations, stimulus and sanctions
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Just the beginning of a paradigm shift
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An inflection point? Getting closer but not yet…
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The Sturdza Family Fund comes of age and receives performance and ESG recognition from Morningstar
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Laying foundations for future growth
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Omicron and the hawks
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At the same time
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Formula 1 and bond management
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A strong finish to a strong year
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2021 Review and 2022 Outlook
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Supporting the provision of basic needs that are fundamental to an individual’s ability to survive, grow and thrive
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It’s retail season in China
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Here we go again?
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PM Kishida’s ‘new capitalism’ should enhance Japan’s potential
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2021 Wrap Up by Bertrand Faure
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Inflation above 6% and long bonds below 2%
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COVID, inflation and central banks behaviour
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A quality structure
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Déjà vu…
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Rotation presents undervalued opportunities
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Eric Sturdza Investments to plant 65,000 mangrove trees in Madagascar
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Season’s Greetings 2021
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The IIGCC take action
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Phileas’ ESG Approach
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Phileas’ Investment Approach to European Equities
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An introduction to Phileas Asset Management
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China – sustained economic growth?
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Indications of a China property resurgence
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Japanese economy to begin a sharp recovery
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Waiting for a dovish tapering
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Ongoing strength in earnings support equity markets
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Undervalued stocks will have their day
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What about inflation?
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Fed’s tapering announcement
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Phileas Asset Management appointed to run flagship European equity strategy
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Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund
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Seasonality or macro change?
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Light at the end of the tunnel for the property market
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Pay attention to the Prime Minister’s new policy
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Only transitory? Look at real yields!
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When the mist clears
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China Investment Focus: Evergrande and its implications
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Eric Sturdza Investments stands with displaced Afghans
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Participation in The Investor Agenda’s 2021 Global Investor Statement
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The “common prosperity” plan
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A reverse taper tantrum?
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Mr Suga’s resignation could trigger a sharp rally
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An uninterrupted summer
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Global growth outlook biased towards defensive stocks
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Riding high on the wave
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China’s regulatory crackdown: cultural revolution or state-engineered rebalancing?
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Solid earnings and steadfast central banks
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Defensives outperform cyclicals
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New trend to last a few years at least
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Long bonds send a message
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Upheaval in Chinese markets
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Individuals capitalise on market undervaluation
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Guernsey beach clean-up with The Clean Earth Trust
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Nikkei 225 approaching the bottom of its trading range
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Outperformance through sector allocation
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The Fed is cautiously hawkish
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Growth optimism
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The Federal Reserve’s careful message, what next?
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Eric Sturdza Investments plants 115,000 trees
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Bullish outlook proves accurate
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Inflation fears start to rock rates
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Economic conditions continue to favour equities
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Chinese tech is ready to grow
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Japan’s remarkable vaccination progress
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Quality returns alpha
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A tapering without taper tantrum
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Seeking ways to exploit the market volatility
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Eric Sturdza Investments – SFDR Article 8 compliant, our ESG journey continues…
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Monitoring vaccination developments is essential
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Strong earnings confirm global recovery
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Consumption up, inflation stable
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Generating alpha through the recovery
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Long-term investing amid an economic recovery and sector rotations
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Inflation fears are declining
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Thriving through volatility?
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A switch from new economy to old
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Strong recovery on the horizon
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Encouraging global activity
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Market polarisation provides amazing investment opportunities
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Inflation is creeping up
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China’s recovery is on track, but consumption remains in the spotlight
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Central banks and inflation
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From undervalued stocks to outsized gains
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Our ESG journey continues…
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Eric Sturdza Investments recognised as ‘Asset Management Company of the Year, Switzerland 2020’
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Prize month for Eric Sturdza Investments with two ‘Top Performer’ awards and a ‘Best Boutique Fund Manager’ award
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A historical change from growth to value has just begun
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A reflation sell-off
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Value rotation continues
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Opportunities in the Property sector
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Markets continue to normalise
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Fundamentals have returned
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Too much consensus?
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China makes a full recovery
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A cautious approach as Japanese markets rally
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Encouraging global outlook
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2021, the reflation year?
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Markets continue to be very polarized
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Vaccines and political stability
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A record year in review
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Bullish sentiment in Chinese markets
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A record-breaking December… what’s to follow?
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Two major deals for Christmas
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Great opportunities for European equities around the corner
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2020 in review: plenty of records, but where to from here?
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Eric Sturdza Investments focuses on individual empowerment through education in Tanzania
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2020, a year to be remembered, but through adversity comes opportunity
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Eric Sturdza Investments’ continued support of the Guernsey Cheshire Home
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Maintaining a defensive strategy
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Three vaccines and a rally
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2020: Unprecedented polarisation and rotation
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The power of vaccine
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Out with the new, in with the old
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Markets expected to experience some corrections in the coming months
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Setting records investing in European equities
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Eric Sturdza Investments announces changes to the European Smaller Companies Fund
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Season’s Greetings 2020
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A tilt to cyclical and value stocks
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China, back on track
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Biden’s victory and COVID-19 vaccine breakthrough brings shift from growth to value
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Early vaccine hopes raise investor sentiment
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The Fed remains key driver ahead of US elections
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Hope of a vaccine triggers European market movements
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Backing local talent on the road to success
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Alisdair Bell appointed as Sales Director
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Picking quality investments during volatility
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China market performance slows in September
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Japanese markets on a solid footing
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The bond market plays the waiting game
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Finding opportunities in a consolidating market
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The investor voice on climate change – The Institutional Investors Group on Climate Change
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European staycation trend offers opportunities for investors
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A continued focus on quality
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China looks to domestic economy for core growth
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Great shift in market attention from IT sectors to value stocks
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The way forward
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Inflation fears make a comeback
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Fundamental bottom up analysis of investments leads to bumper profits
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The road to recovery in Japan
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The Fed saves jobs, but personal woes continue
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Enduring Volatility
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Recovery continues in Europe
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China showing first signs of recovery
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Onwards and upwards
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Resilient market optimism
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The stimulus cushion
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Investment in infrastructure to determine the direction of the market
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Where to from here?
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Eric Sturdza Investments wins at the Investors Choice Awards 2020
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Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing
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Investors’ risk appetite persists
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European stocks turning bullish
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A bright future for most bonds… but not all!
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Adjustment to Share Class Naming Convention
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Equity markets continue to rebound
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China’s resilient domestic consumption amidst macro headwinds
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Investments with steady growth during this longer period of monetary easing is the best mix
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Relative results outweigh absolute figures
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TIPS and hybrids, a relevant barbell
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Outsized Gains
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Fundamental trading throughout the Pandemic
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The Sturdza Family Fund: Objective, Philosophy & Risk Management
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The Sturdza Family Fund: Overview of the Team
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The Sturdza Family Fund: An Introduction
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Investor anxiety calmed by stimulus measures
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Oil market stabilising with global economy to recover from 3Q 2020
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Stocks becoming too expensive
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A cautious approach
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Markets rebound on global governments’ “whatever it takes”
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Tactical decrease of credit risk
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Market correction provides an opportunity
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The shape of the recovery
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The market is on the way to recovery after its deep bottom in mid-March 2020
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Safe haven treasuries and credit opportunities
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Extreme volatility
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Epidemic stabilising in China
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The Sturdza Family Fund: A portfolio built to weather extreme scenarios
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Eric Sturdza Investments builds three new clean water wells in Tanzania
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Supporting those in need in difficult times
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‘Active and wealth management’ article by allnews
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Eric Sturdza Investments: COVID-19 (Coronavirus) – Update 25/03/2020
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Cautious macro view proves wise
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Exogenous shocks
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Chinese government implements supportive methods
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10y Treasury yields at record lows
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Investing in resilient companies with strong cash flow generation is key to managing downside
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More downward revision in Japan Q1 2020, quicker recovery from mid Q2
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Eric Sturdza Investments: COVID-19 (Coronavirus)
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Awarded Citywire Gold Medal in the Equity – Europe sector
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Investing in European ‘Quality Growth’?
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TINA* effect interrupted by nCov
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Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020
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How will inactivity in China impact European markets?
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Equity profits need to improve
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Safe haven bid on coronavirus fears
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Recognition Award for Performance Excellence by BarclayHedge
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Coronavirus will not have a long-term impact on the Chinese Economy
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Sailing ahead with the Guernsey Sailing Trust
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China – Macro headwinds subside offering opportunities in the H-share market in 2020
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A successful FINANZ’20
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Continued equity upside
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US yields steady in December despite trade deal and the Fed
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Corporate profits to turn around from 1Q 2020
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A positive month for China, with hope for more good fortune in 2020
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2019 proved to be high-quality, despite the surprises
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An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half
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Eric Sturdza Investments to exhibit at FINANZ’20 – Stand No. A.22
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“Best Investment Management Firm, Guernsey” in Global 100, 2019 Listing
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Large economic stimulus package to contribute to sharp recovery from 1Q 2020
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Maintaining Order in Complexity
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Global systemic risks recede in November
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Continued Equity Upside
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Building Optimism for China-US Trade Deal
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2019 Review and 2020 Outlook
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Season’s Greetings 2019
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Eric Sturdza Investments to plant over 50,000 trees
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Strong performance to close out the year
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Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
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Earnings and New Highs
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Property exposure increased as Chinese developers record stronger sales
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A hawkish rate cut, as expected
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Aggressive fiscal stimulus to play a big role for the Japanese market
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Volatility providing fertile ground for stock pickers
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Portfolios to remain defensive through to year end
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Current market shift provides great entry opportunity
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A pause in the rally or the first step of a correction?
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China and the USA: Back and Forth
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September Update: Weight Problem?
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Expanding Horizons
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Is the End in Sight?
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A sense of déjà vu
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A busy August
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August update: Macro view remains unchanged
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BDI recovers: Has global manufacturing bottomed out?
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Hong Kong’s property and retail sectors under pressure
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Recession fears lead to a sharp bond rally
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Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
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Rebound or a real rotation?
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Some strong H1 results despite equity markets’ lack of direction
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A reluctant first Fed rate cut
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The Federal Reserve yields
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July Update: More volatility to come?
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Market moves sideways in July
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Consumption tax hike unlikely to constitute risk for economy
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Strategic Bond Opportunities Fund: An Overview
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European Equities: The potential for value creation in the long-term
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The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies
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Change of name and minimum investment criteria for the Strategic Europe Value Fund
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Chinese Equities: Fundamental investing in light of the U.S. and China trade talks
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Central Bank activism gives market confidence boost
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Renewed hopes of a trade truce
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The Fed – playing a big role for the market
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The Central Bank’s dovishness – where to next?
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Triathlon team win two Gold and two Silver medals
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June update: A strong rebound
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A broad market rally
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Market Polarisation – A H1 Review
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In-depth due diligence, a basic requirement for long term sustainability
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May update – preference for defensive portfolio positioning maintained
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“Buy in May”
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Additional Government stimuli expected
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More accomodation in sight
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Month of May lived up to its reputation
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Market focuses on Trump-Xi meeting at G20 summit
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A YTD stock-level review
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April update: Defensive portfolio positioning maintained
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Pick up of construction orders likely to trigger an economic recovery
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Chinese shares continue their uptrend
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Cautiously optimistic
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Low Inflation + Weak Growth = Strong Rally
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Chinese Stocks remain buoyant following US-China talks progress
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Overall sentiment should improve, despite short term uncertainties
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European equity markets are showing signs of becoming more rational in 2019
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Open bar at the Fed!
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March review: Cautious outlook remains
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A great start to the new year
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Global economy to turn around from 2H 2019 onwards
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Chinese equities represent a great opportunity for long-term value investing
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Strong job data offset by dovish FOMC minutes
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A nearing trade deal?
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February Update: The pricing of risk assets
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Stock selection is key in the current environment
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More upside from here?
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Infrastructure spending will help the global economic recovery
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Brexit and potential impact on the Strategic Europe Value Fund
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Government measures introduced to counter the slowdown
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January Rebound
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Dovish Cup: FED-ECB Finish 1-1
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The FED and ECB Remain Flexible
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January Update
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Development on US-China trade talks to trigger a miraculous jump for the market
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A view on the 2018 market movements
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The closing of the Strategic US Momentum & Value Fund
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New Family Fund launches – Offering dynamic exposure to global markets
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90 day truce agreed – Trade deal nearing
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Growth concerns push yields lower
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Cyber Essentials Plus Certification
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Decisive fiscal stimulus to be implemented by government
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December update – there is more to come…
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Leveraging on the opportunities presented – the launch of the New Sturdza Family Fund
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Any positive news can be a catalyst for a sharp rally
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Are the Worst of the Trade War Fears Now Over?
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Trade Tensions Trigger Uncertainty for Economic Growth
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Fund Update – November 2018
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Ready for a Bond Rally by the end of the year?
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Strategic European Smaller Companies Fund – 2018 YTD Performance Review
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Sturdza Family Fund – Benchmarks
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Our commitment to charitable giving
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Evolution in Eric Sturdza Investments’ Product Offering
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Season’s Greetings 2018
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Seeking Excellence Across Global Markets
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Investor sentiment dominated by fear of Trade War
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October update – A preference for defensive portfolio positioning
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October turmoil
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October lived up to its reputation being a difficult month
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Bonds driven by risk aversion in October
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Property market to enjoy “longer strides”
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Never so good?
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September update – Cautious view maintained
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Valuation dichotomy between growth and value reaches a level not seen since 1999
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Italy and the Fed – Two key drivers of the bond markets in September
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Sentiment towards A-Shares boosted during September
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Work-style reform related bills continue to impact economy
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Higher yields – Not necessarily bad for equities
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Brexit Impacts for EI Sturdza
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Asian Equities: Opportunity for Growth in China and Japan
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Disparities in European equity stock valuations lead to a great opportunity
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Fundamentals associated with property sector remain solid in August
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The Fed more predictable than the ECB?
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Healthly labour backdrop reiterated
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Online retailers continue to disrupt established market players in August
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August update: Strong run of industrials during the month
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Existing growth opportunities in Japan despite natural disasters
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Japan’s vulnerability to natural disasters should urge sizable fiscal spending
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China Equities: Core Investment Themes for Chinese Growth
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July update
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Interest in domestic exporters pushes Nikkei and Topix higher in July
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GDP growth in Q2 driven by strong consumer spending
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Markets driven by momentum rather than fundamentals
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June export growth above expectations
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A beautiful summer clouded by trade war escalation
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Bank of Japan takes a more flexible approach to monetary policy
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A Bright Future for Japanese Equities
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June update
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Trade tantrum or taper tantrum?
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Devaluation of Renminbi perceived as unlikely
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Capital spending significantly boosted by tax reform
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European active funds shift allocations to staples and utilities
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Infrastructure investment in the USA expected to expand soon
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Multi-Year Up Cycle for Chinese Equities
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President Trump’s “Uncooperative Games”
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Change of Fund’s investment policy
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May payroll report surprises on the upside
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Political risk in Italy affects European periphery
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May update
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Political situation in Italy keeps market in suspense
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Retail sales and tourist arrivals in HK surprise on the upside
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Italy and Emerging Markets push safe haven yields lower
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The market is waiting for a clear signal to make a significant jump
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Identifying value in European small to mid-cap equity markets
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US 10 year yield reaches 3%. So what?
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Solid economic growth supports European markets in April
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April update
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Tax reform and its positive impact expected to show on business side of economy soon
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Value investments outperformed growth and quality names in April
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WTI crude oil may increase to 100 USD/bbl in 2020
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Sino-US trade disputes keeps market flat in April
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Uptick in market volatility and return dispersion anticipated
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March update
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Companies faced with macro-economic challenges
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Transition from “Golidlocks” era underway
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The Fed will cause an inversion of the US Treasury curve
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Trade frictions to be overcome without serious damage for either country
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Chinese properties and pharmaceuticals outperform during the month
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EI Sturdza Funds PLC appoints Marc Craquelin to the board
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Investors reassess the Fed’s policy outlook
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Market sell-off seemingly unrelated to change in fundamental economic backdrop
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Corrections can be seized upon as buying opportunities
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Inflation fears take markets by surprise
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February update
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A golden opportunity lying ahead for investors
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Correction eventually set in
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‘Best Singapore Group – Equity Europe’ at Citywire Asia Awards 2018
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Lilian Co sees further upside for Chinese equity markets
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“Value” investment style as driver behind European market surges
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Transitional phase at Fed may stir up a few market wobbles
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Central bankers start the year with a more hawkish tone
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January update
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Watch out for President Trump’s infrastructure investment plan
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Financials as the month’s market darling
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Fund starts year on a positive note
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Eric Vanraes comments on recent market volatility
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Five Star Morningstar Rating for the ‘Strategic Global Quality Fund’
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December update
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European equity market ends year in positive territory
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The timing of the BoJ’s policy change expected in the short term
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Corporates are reaping benefits from supply side reform
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US tax boost likely to provide tailwind and lift U.S. equities higher
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Central banks behaviour will be led by inflation, not growth
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Outlook for 2018 remains positive
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EI Sturdza at FINANZ’18
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Lilian Co on China’s New Economy
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US markets outperform European markets in November
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Economy’s growth momentum accelerating in Japan
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November update
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Non-stop market rally
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Productivity growth acting as tailwind for economic growth in US
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US and German yields stay low despite good economic figures
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Earnings season creates some volatility in European financial markets
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EI Sturdza’s Lilian Co on China’s Growth Story
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Season’s Greetings 2017
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2017 Roundup
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Economic conditions boding well for an above trend rebound in 4th quarter
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October update
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Expectations regarding ECB meeting keep market in suspense
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Japanese market rises on expectations regarding strong and stable government
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China’s market goes up up up
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More clarity on monetary policies pushes market up
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The flatter US curve is a fair warning for 2018
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Equity valuations to increase as deflation fades
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Finding the sweet spot in European equities
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An asset manager with a Swiss Heritage and a very different investment philosophy
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Strategic China Panda Fund: Change in reporting Benchmark
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China Investment Outlook: The journey towards sustained growth
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Europe in September 2017
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Winner takes all
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More solid than anticipated economic data pushes market to new high
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European market shows strong come back summer drawdown
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Central Banks maintain accomodative stance
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The size of Central Banks’ balance sheets matters, not the level of key rates
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Important global political events to be a trigger for another sharp rally
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EI Sturdza Investment Funds partners with Zurich fund distributor Johann & Graemiger Partners
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Accommodative backdrop and temporarily abated risks lead to slightly more cautious approach
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European equity markets hit hard by Dollar depreciation
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Desperately seeking inflation
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Markets to focus on good fundamentals once political uncertainties vanish
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China stocks went from strength to strength
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Europe in August 2017
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Strategic Global Bond Fund – RMB class closure
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Strategic European Smaller Companies Fund – capacity announcement
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Japanese stock market more resilient to currency fluctuations
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July update
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European equity markets continue sideways move
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Summer party not worried by Central Banks tapering concerns
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Unveiled margin pressures in Europe despite H1 results confirming economic recovery
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Winning streak of MSCI China Index continues
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Europe in July 2017
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Investment climate in Europe still healthy despite market slide in June
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Europe in June 2017
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There will be no summer break for Central banks
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June update
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Cautious positioning enabled the Fund to outperform in June and creates opportunities for the coming months
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Crushing defeat in the Tokyo assembly election should invite more economic stimulus
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Confirmed MSCI Index A-share inclusion pushes up market
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Sturdza’s Triathlon teams bring home the medals at The Island Games
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Cautious positioning enabled the Fund to outperform in June and creates opportunities for the coming months
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QE: A rush for the exit
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May update
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A month of two halves for European equities
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Quality Emerging bonds and long dated US Treasuries, a barbell strategy for the next Semester
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Europe in May 2017
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Final outcome for the French presidential elections
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5th consecutive monthly gain for Chinese equities
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Great turnaround to be kicked off after major political events
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Bertrand Faure discusses the Fund’s approach to identifying market leaders
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French presidential election result good for the stability of the Euro area
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Improvement in Sino – US relations
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Europe in April 2017
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Increase in public spending to trigger Japanese economic expansion
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April update
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Quality Emerging bonds still offer the best risk-reward profile
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French election first round result lifts overhang on European markets
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EI Sturdza Strategic Quality Emerging Bond Fund celebrates its first Anniversary
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CNBC Interview: Eric Vanraes on French elections, European bond markets and ECB policy
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Eric Sturdza Investments wins Citywire Switzerland Group Equity Award
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Continued upward trend in European markets with low implied volatility.
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Strong first quarter for Chinese equities
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Bonds: the calm before the (bullish) storm?
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Europe in March 2017
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A good month for European equities
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The market awaits implementation of Trump’s new policies
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Market set to become more selective
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Low market volatility continues
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February update
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China stocks continue their upward trend in Februray
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Bonds caught between hawkish Central banks and political uncertainties
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Fed rate hike – so what?
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Stock market rebound in February and continued outperformance for the Fund
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Infrastructure investment to lead world economic growth
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Europe in February 2017
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Economic data and earnings supportive whilst the Fed awaits clarity on fiscal policy
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Domestic consumption remains robust
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European Bonds are becoming more at risk than Treasuries
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Europe in January 2017
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Remarkable rally expected with accelerating economic recovery
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Investment case for Japanese equities
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US economy closes the year on a firm footing
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Europe in December
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Trump rally enables financial markets to end the year in marginally positive territory for 2016
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Reform measures set to unleash the potential for growth
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Will Trumponomics extend or shorten the economic cycle?
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World economic growth to be lifted by new policies from Mr. Trump
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EI Sturdza launches Strategic Beta Flex Fund
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A huge bond sell-off driven by Trumponomics, but not only
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Sector rotation expected to continue beyond US election
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Global cycle accelerating and tightening clearly ahead
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Back to normalization
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Europe in November
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China – Value emerging once again
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Eric Sturdza Investments wins two Citywire Italy awards
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Government tightening measures cool the property market
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Bonds behaviour driven by uncertainty (US presidential election, Fed hike and ECB tapering)
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Earnings Turning Positive
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Europe in October
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Muted month prior to US election outcome
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Paradigm shift from deflation to inflation worldwide
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Trump Tantrum: First thoughts, outlook and behaviour of bond fund range
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Eric Vanraes in Pensions & Investments: inflation is a long-term risk
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E.I. Sturdza Funds PLC – Change of Service Provider
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Eric Sturdza Investments wins Citywire Germany award for European Equities
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Europe in September
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Fed expected to raise rates in December
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Strong performance in Q3 for the Fund with a 10.2% return
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Export growth to keep improving as the Renminbi devaluation continues
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Eventually, there is only one source of concern: The credibility of Central Banks
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Supplementary budget to be the catalyst for a sharp economic recovery
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E.I. Sturdza Funds plc – change of service provider
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Wake-up! The US rate hike already took place via the $ 3 month Libor increase.
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Good 2nd quarter earnings amidst a complicated environment
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The rally continues in August with strong southbound flows benefitting financials
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Europe update
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Continued outperformance as a result of satisfactory half year results for the portfolio over the summer
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G-20 to use all available policy tools for solid and sustainable growth
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Meet European Tour golfer Gregory Havret – our brand ambassador
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Eric Vanraes tells Investment Europe: ‘Draghi manages my Euro bond fund’
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Risk appetite for emerging markets returns on renewed expectations of developed world easing
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Strong Credit rally supported by an expected increase of ECB’s stimulus and extension of BoE’s QE programme to corporates
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Europe in August
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July rebound almost compensated for June decline despite Brexit and Italian NPLs
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A good start to second quarter earnings
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The sizeable fiscal stimulus is beginning to take place
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The upcoming earnings season could be a strong catalyst for the Fund
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Europe in July
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The world does not come to an end with a Brexit but is has become more risky
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China indices resilient despite negative surprises in June
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Focus turns to the timing and size of the supplementary budget
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Brexit and US job report push bond yields to record low
-
Hold your breath before CSPP, the Fed and Brexit (?)
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US consumer data generally encouraging in May
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Absolute positive performance recorded in the first year of operations despite turbulent market conditions.
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Near term risks could create a buying opportunity
-
Concrete measures on fiscal stimulus lay ahead after large market events
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Europe in June
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EI Sturdza launches emerging market fixed income fund
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US corporate and economic data in-line with cautious expectations
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March macro data beats expectations
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The ECB will not reach its inflation target despite massive QE
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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
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Europe in April
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Sizeable economic stimulus package to be a trigger for sharp rally
-
Eric Sturdza Investments wins at the Investors Choice Awards 2016
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Spreads rally thanks to Draghi and oil prices
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PSPP + CSPP = APP
-
More Central Bank dovishness in March
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Europe in March
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Central banks managed to stabilise the markets in March
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Chinese Equities Rally in March
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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
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Europe in February
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Winner takes all
-
2016 Started like 2015 ended
-
As expected, Treasuries rally…
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Global concerns
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Europe in January
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Mr ‘Whatever it Takes’ has ‘No limit’
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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
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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
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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
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Europe in November 2015
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New growth strategy to lead Nikkei towards 25,000 in 2016
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Super-Mario and the “whatever it takes” rule
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More easing or stimulus required to meet the government’s GDP growth target
-
Fed: the markets are ready for a dovish tightening
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Continued upward trend in European financial markets in November
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Georges Gutmans presents the EI Sturdza Business Brief
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Selecting Top Performers
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EI Sturdza celebrates 10 years of fund management success in Guernsey
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Fundamental analysis and stock picking as important as ever in a volatile environment
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Europe in October
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European bonds are (still) waiting for Super-Mario’s bazooka
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Chinese stocks rebound after five straight months of declines
-
A Fed rate hike could lead to a flatter curve: 30y is the sweet spot!
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Maintaining a defensive positioning amid a strong rally in the market
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Europe in September
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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
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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
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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
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Strategic US Momentum & Value Fund is awarded a 5-Star Morningstar Rating
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Eric Sturdza Investments achieves multiple Citywire ratings
-
Our portfolio managers on current market turblulences
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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
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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
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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“
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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
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