Eric Sturdza Investments

We are an award winning active asset manager specialising in high-conviction portfolios.

[Eric Sturdza Investments @EricSturdza_Inv]

June was dominated by central bank activity and political uncertainties.

https://t.co/qKjW6Af3U6

#europeanequities #activemanagement #investing #marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

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

https://t.co/yBqu8yDSwQ

#japanequities #investmentanalysis #financialmarkets #marketingcommunications

[Eric Sturdza Investments @EricSturdza_Inv]

This month, Crawford launches our second Fund in Europe, a long-only version of our core long/short strategy

https://t.co/hCD8ZO9H0u

#activemanagement #equties #investing #marketingcommunications

[Eric Sturdza Investments @EricSturdza_Inv]

Panic and forced selling pressure through negative fund flows always provide attractive entry points

https://t.co/VWgeXUEIyO

#wealthmanagement #markets #investing #marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

FDI commitment in Vietnam reached the highest monthly level of this year, mostly driven by the manufacturing sector.

https://t.co/wN26vheNWL

#chinaequities #investmentstrategies #investmentportfolio #marketingcommunications

[Eric Sturdza Investments @EricSturdza_Inv]

Cohabitations have occurred three times under the Fifth Republic and have not necessarily had negative macroeconomic consequences.

https://t.co/skYNVc6S1i

#assetmanagement #fixedincome #europeanmarkets
#marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

Stock selection remains as important as ever as the US economy slows.

https://t.co/A0wTBHZ6A6

#riskmanagement #equities #inflation #marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

The market environment continues to improve, albeit slowly and with persistent uncertainty.

https://t.co/jf16NC5flN

#EuropeanEquities #InvestmentManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

The Japanese economy may go into a clear recovery following a sharp decline through January-February.

https://t.co/JqvTqWlq9S

#equities #activemanagement #japanesemarkets #marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

Tourism recovery is driving services consumption, with inbound tourist arrivals growing by 58.2% YoY, surpassing pre-pandemic levels by 6%.

https://t.co/HmWgG3IE13

#wealthmanagement #markets #equity #marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

The markets anticipate only one rate cut in 2024, down from three in March and six in December 2023.

https://t.co/Lf7Ki0FYDN

#portfoliomanagement #investmentanalysis #inflation #marketingcommunication

[Eric Sturdza Investments @EricSturdza_Inv]

Despite Fund investments aligning with or beating estimates, stock prices have not followed suit, indicating potential profit-taking or insufficient market inflows.

https://t.co/EcYVNVEcrG

#EuropeanEquities #InvestmentManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

A barometer that never moves eventually wearies even the most patient.

https://t.co/i6z8yeXESl

#InvestmentManagement #ActiveManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

Join us at our upcoming Investor Conference on the 6th June 2024.

Book your place here: https://t.co/wPFVztonmc

Learn about the full event agenda here: https://t.co/zVPVpHSm6t

#InvestmentTrends #ActiveManagement #InvestmentManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

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.

https://t.co/2ksLkfDxRi

#CitywireSwitzerland2024 #PortfolioManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

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.

https://t.co/BMk6jZBnIl

#InvestmentManagement #ActiveManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

Surprisingly, three rate cuts are still expected this year.

https://t.co/hckiGb82qd

#InvestmentManagement #EuropeanEquities #ActiveManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

This shift suggests a robust recovery from the prolonged deflation that has affected the Japanese economy, signalling a return to normal economic conditions.

https://t.co/aoOCQ6KjJL

#InvestmentManagement #JapaneseEquities #ActiveManagement #MarketingCommunication

[Eric Sturdza Investments @EricSturdza_Inv]

Shasha Li Mafli outlines Vietnam’s growth prospects.

https://t.co/9nfWeZa32E

#investmentmanagement #asianequities #macroeconomicoutlook #marketingcommunications

[Eric Sturdza Investments @EricSturdza_Inv]

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.

https://t.co/6fp9hRVLMC

#chinaequities #asiaequitites #marketingcommunication