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A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
20 Dec 2022
Let’s take another look at European Small Caps
13 Dec 2022
Still a war in 2023?
6 Dec 2022
European Investment Grade credit, a compelling asset class
29 Nov 2022
After a simultaneous equity and bond market decline, what next?
22 Nov 2022
After the FTX crash: what next?
15 Nov 2022
US disinflation: what are the winning strategies?
8 Nov 2022
”Brazil, a land of opportunity for now and the future” . Why we still like the Brazilian market
2 Nov 2022
US midterms are more important than we think
25 Oct 2022
Britaly risk. What should we do?
18 Oct 2022
High oil price and investment strategy
11 Oct 2022
So, at what stage of the bear market are we?
4 Oct 2022
Trussonomics, bond market stress and the future of UK assets
27 Sep 2022
Powell and Putin propel the global economy into recession
20 Sep 2022
End of downward pressure on the euro? What would this imply?
13 Sep 2022
Some improvement in the US: bull or bear market ahead?
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