Some of our investment ideas
Another moment of the ECB’s determination to do whatever it takes
Date: 11 June, 2020
The ECB delivered a larger and longer than expected Pandemic Emergency Purchase Program (PEPP) envelope increase by €600bn to €1350bn. . . .
Tesla and the pack behind
Date: 14 May, 2020
Disruptors have shaken entire industries, Amazon in retail, Ryanair and Easyjet in airline, and Tesla in automotive. After a long. . . .
Fixed income. Fed is ready to do more, if needed
Date: 7 May, 2020
The FOMC held its first formal meeting in 3 months The meeting originally scheduled on March 18th was cancelled due. . . .
Equities. Results and WTI crash
Date: 30 April, 2020
1Q 2020 US results will be broadly below expectations compared to early April estimates due to large provisions in banks. . . .
Fed’s magic toolbox
Date: 24 April, 2020
Finally, it took a major - external - shock for the Fed to surrender. Covid-19 sped up the ultimate dream. . . .
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