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    April 1, 2020

    The Coronavirus has made to the American shores with devastating speed. Next to the human cost, it lays bare the deficiencies of the healthcare systems around the world.  It is quite clear that these systems are not prepared and that we have wasted precious time to gea...

    March 13, 2020

    With this week’s massive sell-off, the major markets have dropped between 20 and 30% Many of our favourite businesses, and ones we know many of you own along with us, are down even more than that.It is not only the amount that we are feeling. It is also the velocity. A...

    February 2, 2020

    The Year of the Rat and a Virus


     

    With the Chinese New Year celebrations just coming to an end, we have entered the Year of the Rat. In the Chinese culture, rats were a sign of wealth and surplus because of the rat’s fast and abundant reproduction rate. Before we can en...

    January 5, 2020

    Christmas 2018 was a dismal one for stock market investors. Meagre gains eked out through a volatile year were reversed at its end, on fears of slowing global growth and all-out trade war between the US and China. The S&P 500 tumbled by 15% between November 30th and De...

    December 6, 2019


    It has been 22 months since Mr. Trump unleashed the trade war with China. He has singled out several other countries such as Brazil, Argentina, France and more. Are markets becoming too complacent?

    Markets have been very positive in the past few months with Europe pi...

    October 31, 2019

    In keeping with the season, the Fed has dispensed more treats to the markets: despite historically low unemployment, solid wage growth and decent household purchases this year, the Fed has now offered a third rate cut since the summer. Its target policy range is now 75...

    October 1, 2019

    We all know the famous line “sell in May” but few remember the end of the jingle. As the Summer ends, what have we returned to? Much of the same as before the break-in political terms. Despite some short-term hectic, the past quarter has been a quiet one in terms of pe...

    September 1, 2019

    Escaping to the beach during the month of August and what do you see? A sea of red. Not the sea where your children will take a swim, but the bond markets of the developed world.
     
    After the financial crisis, central banks in most developed countries started to reduce...

    August 1, 2019

    The rites of summer are upon us and Europeans are heading for the beaches. Meanwhile, as temperatures reach new records, valuations of assets also go ever higher and financial markets are upbeat. This is in stark contrast to the gloomy outlook central bankers seem to o...

    July 2, 2019

    Europe is suffering from its worst heat wave in decades. Politicians will soon retreat to their holiday homes and have some thoughts about the merits of air conditioning and climate change. Many political issues remain unsolved across the globe and investors are mostly...

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