top of page

Publications
Search


March 25, 2024 - A historic week for Central Bank action.
(please note that there will be no weekly review next Monday due to the Easter holiday). Switzerland can be thought to boring, but its...
Mar 25, 2024


March 18, 2024 - Are we going to party like it is 1999 ?
Our readers with a long history in investments will remember the steep rally of equity markets in the mid-90s that culminated to the...
Mar 18, 2024


March 11, 2024 - "When doves cry (out)".
With our reference to the famous 1984 song by Prince, we wish to highlight the dose of dovishness we received last week by the the...
Mar 11, 2024


March 4, 2024 - Are we getting closer to interest rate cuts ?
March was supposed to be the month of the first interest rate cut in the US and in Europe. But given the latest macroeconomic data, as...
Mar 4, 2024


February 19, 2024 - FOMO pushes more people into the equity markets.
Fear Of Missing Out (FOMO) is a strong sentiment among investors, which sometimes leads them to rush into buying the asset class in which...
Feb 19, 2024


February 12, 2024 - Europe's gems are starting to shine again.
International investors are increasingly looking at European stocks, as the valuation gap with their US peers is wide , compared to the...
Feb 12, 2024
bottom of page
