If you’re an investor and you have questions about our funds, the portfolio managers or attending our investor presentations, please contact us at:
Email: info@ericsturdza.com
Telephone: +44 1481 722 322
Regulator communication should be directed to fundmanagement@ericsturdza.com
Note: Telephone calls may be recorded for training and monitoring purposes.
Lilian Co examines the main drivers behind China’s economic recovery despite rising Sino-US tensions and changes in the national property market.
Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.
Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation
Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.
Mitsuhiro Yuasa provides his views on the election of Japan's new prime minister Yoshihide Suga, following the resignation of Shinzo Abe.
Eric Vanraes outlines how markets and central banks could react to rising inflation rates, significant changes in the Fund’s strategy, and the evolution of equity markets.
Bertrand Faure reflects on another great return in August taking YTD performance to +5%, whilst the market flounders down -10% after volatility creates opportunities for outsized gains.
Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.
Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.
Eric Vanraes gives his outlook on the macroeconomic and monetary policy picture against a backdrop of COVID-19 concerns.
Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.
Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.
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