Apr 6Special Reports6 April 2023 - Special Weekly Review Due to the Easter holidays there will be no weekly review on Monday. Instead, please find below the most interesting points and data of...
Dec 22, 2022Special ReportsFinal (investment) thoughts as 2022 goes away. We should avoid "cognitive inertia". Psychologists use this term to describe the human tendency to stick to the "status-quo" and resist...
Dec 7, 2022Special ReportsOur 2023 Investment Outlook in 9+1 slides. We would like to share with you some slides from our recent Investment Committee presentation, which discussed the investment outlook for...