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25 April 2022 - Time to pause and reflect
Equity markets struggled for a third straight week, led by the US and Nasdaq. Perversely, in a week of a, seemingly, risk-off...
Apr 24, 2022


11 April 2022 - Waiting for the spring
Equity markets were mixed and volatile last week, much as the weather in April for most of central Europe. After a horrible March for...
Apr 10, 2022


4 April 2022 - Interest rates debates are back
Equity markets consolidated close to their recent highs, with Europe out-performing the US and China extending its recovery. It was a...
Apr 3, 2022


28 March 2022 - Lessons from the 1970s
US equity markets moved higher against a backdrop of rising bond yields, as the local markets managed to recapture some significant...
Mar 29, 2022


21 March 2022 - China's Covid, a war and Central Banks raising rates: still a rally
Global equities continued their ascent and are now mostly trading above the levels of the day the war started. It is remarkable that this...
Mar 21, 2022


14 March 2022 - Moving closer to the end (?)
European equities staged a remarkable rebound last week, while US markets slumped. It seems that there are two themes influencing markets...
Mar 14, 2022
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