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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.
5 Sep 2022
Europe: ever rising inflation and recession
5 Aug 2022
Taiwan: what should we do with Chinese equities?
2 Aug 2022
Emerging markets and USD-denominated debt
26 Jul 2022
What should we do with European banks in portfolios after the ECB decision and Draghi’s departure?
19 Jul 2022
Let’s take a look at the Japanese market
12 Jul 2022
Already the end of the bear market?
7 Jul 2022
For exotic investment, let’s look at Switzerland
28 Jun 2022
What should we play through end-2022: further stagflation or beginning of a recession?
21 Jun 2022
What should we do with oil ?
14 Jun 2022
What should we do with Chinese assets until the end of the year?
7 Jun 2022
Another look at Ukraine
31 May 2022
Recession in 2023? What should we do now?
23 May 2022
Maybe we should not bury NASDAQ too soon
17 May 2022
US High Grade credit, a compelling asset class currently
10 May 2022
Investor Comrade, what if Mélenchon becomes PM?
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