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Jun 3, 2024
June 3, 2024 - The interest rates discussion is back to haunt us.
With the Q1 corporate results out of the way and the hangover from the AI party kicking in, the focus is now back on the macro-economic...

May 27, 2024
May 27, 2024 - Summer is approaching, with too much complacency.
We are entering the first month of the summer, with equity markets at or around their record highs. At the beginning of this month we...

May 13, 2024
May 13, 2024 - Europe could continue to perform better than the US.
(Please not that there will be no weekly next week, due to a public holiday). European equities rallied more than 3% for the week, with...

May 6, 2024
May 6, 2024 - Sell in May and go away (?)
The quick answer is no. At the start of everyone's career in the investment world there are quite a few catchy clichés that they hear...

Apr 29, 2024
April 29, 2024 - China revisited.
On February 5th, we wrote that the Chinese markets could repeat history and stage a big rally, in a similar fashion to what happened...

Apr 22, 2024
April 22 , 2024 - The anticipated correction started. Does it end soon ?
We wrote two weeks ago that "Markets look ripe for a correction". But, we did not know of course, that we would call the (short-term) top...
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