Some of our investment ideas
Fixed income. Wind of change in Europe
Date: 3 October, 2019
Another unexpected shake-up at the ECB Sabine Lautenschläger will resign by the end of October. She has been on Executive. . . .
Innovation, the new European Agenda
Date: 30 September, 2019
What about ¨Veganising¨ the ECB? The new team of European Union leaders will have to strengthen, federate and relaunch the. . . .
Currencies. Back to basics
Date: 19 September, 2019
The intuitive response to more ECB easing should be a lower currency. However, there are factors that will limit any. . . .
Date: 12 September, 2019
Moral Hazard variations Moral hazard exists when a party to a transaction has an incentive to take unusual business risks,. . . .
Equities. Huawei arrives with its HarmonyOS
Date: 22 August, 2019
The US embargo on Huawei is pushing the Chinese group to reduce its reliance on US products / systems Huawei. . . .
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