Publications

January 8, 2024 - A very interesting (and bumpy) year has started.

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

2024 Outlook - A five year experiment is still under way

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

December 18, 2023 - 'Tis the season to be jolly (and markets have helped).

Please note that this is the last weekly publication until next year. We take the opportunity to extend our warmest wishes to you and...

December 11, 2023 - Can the Japanese spoil our Christmas ?

Equity and Bond markets continue to move higher, as the prevailing theme is that central banks will start cutting interest rates next...

December 4, 2023 - A "soft-landing" could be more of a dream than reality.

Whether you are on a plane or a parapente, you always dream of a soft landing. And this is exactly what the central banks, the markets...

November 27, 2023 - While we were "Blackfriday-ing", virologists were busy.

ProMed issued a notification late on Tuesday detailing a reported epidemic of “undiagnosed pneumonia” in children in northern China, and...