Jan 22Weekly reviewJanuary 22, 2024 - Protection is becoming attractive again. It feels strange to discuss about buying protection and quality assets, as the S&P500 hit a new record high and headlines are talking...
Jan 15Weekly reviewJanuary 15, 2024 - The moment of truth has arrived. After a year of strong equity returns and rather poor corporate results, the moment of truth has finally arrived. The fourth quarter of...
Jan 8Weekly reviewJanuary 8, 2024 - A very interesting (and bumpy) year has started. As we have already mentioned in our 2024 Outlook we are moving into the fifth year of an experiment which started with the pandemic...