Market Outlook 2019: What to expect this year
We are increasingly cautious for 2019. In our view, markets will prove to be challenging this year with risks emanating from a multitude of sources such as the economy, central […]
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Nothing worked in 2018
Performance of traditional asset classes Traditional equities have had sizable losses especially in Europe and Asia (around -20%). Losses in US equity market have been smaller but the drop during […]
Read More →Market Outlook: Dive Deeper
Dive 1: Yield curve flattening Back in 1980s, Professor of Duke University Cam Harvey, pioneered the idea that when yield curve inverts (the ten year treasury yield is lower than […]
Read More →Market outlook 2019: The state of Global Economy and Politics
In this section we aim to give you a short summary of the global economic and (geo) political developments. The global economy kicked-off 2018 on an upbeat note, buoyed by […]
Read More →Brace yourself, “Winter is Coming” Posted on
This is our third newsletter of the year and as always developments in markets, politics and the economy are so many that it is difficult to follow everything.When investors start […]
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Markets 2016: May the force be with you
Are you looking for drama, action and suspense?Don’t rush to the movies.Markets will give you everything these days! Lights, camera, action!Mrs Janet Yellen Chair of the Board of Governors of […]
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