In 2014, the local Chinese market started a rally which stopped at about 150% higher in a matter of just 15 months. That rally brought...

The year has started with impressive share price moves for the Magnificent-7, with just a couple of exceptions. As a reminder, the...

It feels strange to discuss about buying protection and quality assets, as the S&P500 hit a new record high and headlines are talking...

After a year of strong equity returns and rather poor corporate results, the moment of truth has finally arrived. The fourth quarter of...

As we have already mentioned in our 2024 Outlook we are moving into the fifth year of an experiment which started with the pandemic...

We are moving into the 5th year of the global experiment which started in 2020 with the unprecedent lockdowns the massive government...