Constantin Sturdza, Eric Vanraes, David Haynal, Pascal Perrone
The team from the Sturdza Family Fund, a global flexible allocation product, provide an update regarding:
• Equity and fixed income market developments in 2021;
• Considers what has worked and what has not in the equity space on a YTD basis;
• Discusses new addition to the Fund’s portfolio, with insights regarding why the team bought The Blackstone Group; and
• Provides insight regarding their current macro view and market outlook.