Eric Sturdza graduated with a “Licence ès Sciences Commerciales et Economiques” and a Master of Science degree from HEC Lausanne. He devoted his career to banking and wealth management and has held senior leadership positions in various banks and asset management firms as portfolio and marketing manager.
Disappointed in a good way? One year ago, investors were dreading the arrival of a difficult 2023 against a backdrop of high inflation and a probable slowdown or even recession in the United States. However, neither geopolitical factors nor a major banking crisis managed to break US momentum. At nearly 2.5% for the year, US growth […]
Once again? This adage comes to mind in January, as this first month of 2024 saw the pursuit of some of the trends seen last year, either with rising long term rates, or the continued slide of the Chinese economy, not to mention reinforcing concentration of the US market around the “Magnificent Seven”. While the […]
Wild West Ride There are some parallels between the markets we’ve just lived through and the Wild West Ride. February’s equity markets extended the advances that started in November 2023, even though macro signals are deteriorating, with plateauing inflation, long rates on the rise again, and drastic adjustments to rate cuts expectations (from six to […]
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