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31 October, 2022 - A really nice treat for this Halloween.
Investors received a nice treat last week, as both bond and equity markets moved higher. The scenario of "peak-hawkishness" that we have...
Oct 31, 2022


24 October, 2022 - Central Banks at center-stage once again.
The ECB meeting on Thursday and the FED meeting on Wendesday of next week are going to be closely watched again. In the ECB's case a ,...
Oct 22, 2022


Charts of the Day - Have we seen the peak of inflation ? October 18, 2022
Bombarded by stories from the 1970s in the news media and watching the geopolitical developments around us, it is very difficult for...
Oct 18, 2022


17 October, 2022 - All eyes on Beijing
China's 20th Communist Party Congress started yesterday. The congress is not just a process that will further cement Xi's political...
Oct 17, 2022


10 October, 2022 - The peak could be closer than we think.
We are perhaps approaching the peak of hawkishness, or in other words, the point where central banks will be obliged to either slow down...
Oct 10, 2022


Article on Focus Finance - "The return of the balanced portfolio" !
Please click below on the magazine image to read the article on page 7 in French or continue reading below, the text translated in...
Oct 6, 2022
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