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16 January 2023 - Lower inflation brings joy.
Global food prices are dropping to levels below the end of 2021. According to the FAO (Food and Agriculture Organization of the United...
Jan 16, 2023


9 January 2023 - A happy (?) new year.
A new year and new hopes have arrived. European equities rose by almost 5% on average for the first week of the year, with France leading...
Jan 9, 2023


Final (investment) thoughts as 2022 goes away.
We should avoid "cognitive inertia". Psychologists use this term to describe the human tendency to stick to the "status-quo" and resist...
Dec 22, 2022


19 December, 2022 - Annus horribilis is, at last, coming to an end.
(Please note that the next weekly review will be published on January 10th, 2023. We extend once again our warmest wishes for the...
Dec 19, 2022


12 December, 2022 - Bonds and equities finally part ways.
Bonds and equities are finally starting to move independent of each other. In this horrible year, bonds and equities have fallen 10%-20%,...
Dec 10, 2022


Our 2023 Investment Outlook in 9+1 slides.
We would like to share with you some slides from our recent Investment Committee presentation, which discussed the investment outlook for...
Dec 7, 2022
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