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June 10, 2024 - The first rate cuts are here, what happens next ?
The ECB delivered its first rate cut, as widely expected, to bring the deposit rate to 3.75%. This follows the similar Swiss National...
Jun 10, 2024


June 3, 2024 - The interest rates discussion is back to haunt us.
With the Q1 corporate results out of the way and the hangover from the AI party kicking in, the focus is now back on the macro-economic...
Jun 3, 2024


May 27, 2024 - Summer is approaching, with too much complacency.
We are entering the first month of the summer, with equity markets at or around their record highs. At the beginning of this month we...
May 27, 2024


May 13, 2024 - Europe could continue to perform better than the US.
(Please not that there will be no weekly next week, due to a public holiday). European equities rallied more than 3% for the week, with...
May 13, 2024


May 6, 2024 - Sell in May and go away (?)
The quick answer is no. At the start of everyone's career in the investment world there are quite a few catchy clichés that they hear...
May 6, 2024


April 29, 2024 - China revisited.
On February 5th, we wrote that the Chinese markets could repeat history and stage a big rally, in a similar fashion to what happened...
Apr 29, 2024
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