top of page

Publications
Search


Jul 11, 2022
11 July 2022 - Summers are meant to be good.
This will be the last weekly review until 8th of August. I take the opportunity to wish you and your families a refreshing and enjoyable...

Jul 4, 2022
4 July 2022 - The worst first-half since 1970 , what comes next.
The S&P500 had its worst first-half since 1970, dropping more than 20%. The Nasdaq fell almost 30% in the same period, while Europe did...


Jun 30, 2022
Charts of the Day - June 30, 2022
Chart 1. Chinese Equities significantly out-perform the US during the 2nd quarter Few people would have thought three months ago, that...


Jun 29, 2022
KSH clients can now enjoy the benefits of Private Equity funds
Private Equity (PE) is investment in companies which are not listed in a public stock exchange. PE usually invests in start-up companies...

Jun 28, 2022
As recession looms, history shows Private Equity’s resilience
(written by Moonfare GmbH, originally posted on www.moonfare.com on 25/5/2022). Key takeaways We’re entering a new and volatile period....


Jun 27, 2022
27 June 2022 - Commodities feel the heat (at last).
Commodities fell precipitously, as recession fears could not leave them untouched. Copper was the worst performer with a 10% drop for the...
bottom of page