Banque Eric Sturdza’s investment strategies are guided by extensive research. Through our investment committee, we look at trends in the world economy to determine how assets should be allocated across investment classes, geographical areas and currencies. Discover our latest thinking on the global economy, markets and investments in our Insight Report.

  1. MONTHLY NEWSLETTER, December 2019

    The Trade War will not be happening...

    That is the mantra that investors seem to be repeating over and over this month. Indeed, the markets appear to have been buoyed by the prospect of finally seeing an agreement between the United States and China over the trade war.

    Download the Report PDF | English / French |
  2. MONTHLY NEWSLETTER, November 2019

    Deal or No Deal, that is the question

    A fitting summary of this month’s news that has been so dominated by 1– the possibility of the United States and China signing a “mini deal”, and 2– the prospect of a deal finally being ratified for the United Kingdom’s withdrawal from the European Union.

    Download the Report PDF | English / French |
  3. Investment Focus, October 2019

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  4. Quarterly Perspectives, October 2019

    Download the Report PDF | English / French |
  5. Investment Focus, September 2019

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  6. Investment Focus, August 2019

    Download the Investment Focus PDF | English / French |