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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


3 October, 2022 - Fireworks from across the Channel
Equity markets finished the month of September with steep losses, as predicted. The US indices fell 9-10% on average for the month. The...
Oct 3, 2022


26 September, 2022 - Yes, we are looking for opportunities at times like this.
Equity and Bond markets fell again, in a similar synchronized fashion as last week. Actually, the price action is so fast and furious...
Sep 26, 2022


19 September, 2022 - Will the FED meeting mark the bottom (again) ?
All asset classes fell again after the US inflation data. The sell-off in equities was rather global, but the US equities were the...
Sep 19, 2022
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