Eric Sturdza Investments

June was dominated by central bank activity and political uncertainties. ericsturdza.com/en/insights/… #europeanequities #activemanagement #investing #marketingcommunication

The normalisation of monetary policy and the gradual appreciation of the Yen against the US Dollar should be positive factors for the economy and the market ericsturdza.com/en/insights/… #japanequities #investmentanalysis #financialmarkets #marketingcommunications

This month, Crawford launches our second Fund in Europe, a long-only version of our core long/short strategy ericsturdza.com/en/insights/… #activemanagement #equties #investing #marketingcommunications

Panic and forced selling pressure through negative fund flows always provide attractive entry points ericsturdza.com/en/insights/… #wealthmanagement #markets #investing #marketingcommunication

FDI commitment in Vietnam reached the highest monthly level of this year, mostly driven by the manufacturing sector. ericsturdza.com/en/insights/… #chinaequities #investmentstrategies #investmentportfolio #marketingcommunications

Cohabitations have occurred three times under the Fifth Republic and have not necessarily had negative macroeconomic consequences. ericsturdza.com/en/insights/… #assetmanagement #fixedincome #europeanmarkets #marketingcommunication

Stock selection remains as important as ever as the US economy slows. ericsturdza.com/en/insights/… #riskmanagement #equities #inflation #marketingcommunication

The market environment continues to improve, albeit slowly and with persistent uncertainty. ericsturdza.com/en/insights/… #EuropeanEquities #InvestmentManagement #MarketingCommunication

The Japanese economy may go into a clear recovery following a sharp decline through January-February. ericsturdza.com/en/insights/… #equities #activemanagement #japanesemarkets #marketingcommunication

Tourism recovery is driving services consumption, with inbound tourist arrivals growing by 58.2% YoY, surpassing pre-pandemic levels by 6%. ericsturdza.com/en/insights/… #wealthmanagement #markets #equity #marketingcommunication

The markets anticipate only one rate cut in 2024, down from three in March and six in December 2023. ericsturdza.com/en/insights/… #portfoliomanagement #investmentanalysis #inflation #marketingcommunication

Despite Fund investments aligning with or beating estimates, stock prices have not followed suit, indicating potential profit-taking or insufficient market inflows. ericsturdza.com/en/insights/… #EuropeanEquities #InvestmentManagement #MarketingCommunication

A barometer that never moves eventually wearies even the most patient. ericsturdza.com/en/insights/… #InvestmentManagement #ActiveManagement #MarketingCommunication

Join us at our upcoming Investor Conference on the 6th June 2024. Book your place here: events.profundcom.net/e/588/… Learn about the full event agenda here: events.profundcom.net/e/588/… #InvestmentTrends #ActiveManagement #InvestmentManagement #MarketingCommunication

We are thrilled to announce that Yutaka and Maiko Uda have been nominated for the prestigious Best Portfolio Manager award by Citywire Switzerland 2024 in the Japan Equity category. ericsturdza.com/en/insights/… #CitywireSwitzerland2024 #PortfolioManagement #MarketingCommunication

The first quarter of the year is already behind us and 'so far so good', with the S&P 500 at over 5,200 points, up 10% since the start of the year. ericsturdza.com/en/insights/… #InvestmentManagement #ActiveManagement #MarketingCommunication

Surprisingly, three rate cuts are still expected this year. ericsturdza.com/en/insights/… #InvestmentManagement #EuropeanEquities #ActiveManagement #MarketingCommunication

This shift suggests a robust recovery from the prolonged deflation that has affected the Japanese economy, signalling a return to normal economic conditions. ericsturdza.com/en/insights/… #InvestmentManagement #JapaneseEquities #ActiveManagement #MarketingCommunication

Shasha Li Mafli outlines Vietnam’s growth prospects. ericsturdza.com/en/insights/… #investmentmanagement #asianequities #macroeconomicoutlook #marketingcommunications

Vietnam's State Securities Commission proposes to end the pre-funding requirement for stock buys, preparing the equity market for an upgrade to emerging market status by 2025. ericsturdza.com/en/insights/… #chinaequities #asiaequitites #marketingcommunication